国内先进制程产能和良率持续提升，资金积极布局，半导体设备ETF（159516）盘中迎大额净流入，连续2日净流入超2.2亿元

Group 1 - The core viewpoint of the news highlights a significant inflow of capital into the semiconductor equipment sector, with the semiconductor equipment ETF (159516) experiencing a net inflow of 25 million units and over 220 million yuan in the past two days, indicating strong market interest in semiconductor assets [1] - Despite tightening export controls on advanced semiconductor processes and computing chips from overseas, domestic production capacity and yield for advanced processes are continuously improving, as emphasized in the prospectuses of domestic companies like Muxi and Moore Threads [1] - The semiconductor industry is witnessing a recovery in various segments, including storage, analog, and MCU, with strong downstream demand indicated by some SoC manufacturers, suggesting a positive outlook for domestic semiconductor foundry, equipment, materials, and computing chip sectors [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of upstream companies in the semiconductor industry [1] - The index components focus on technology-intensive areas, highlighting growth attributes and showcasing the characteristics of technological innovation driving the semiconductor materials and equipment manufacturing sectors [1]