20cm速递｜科创芯片ETF（589100）涨超1.7%，AI算力需求与3D打印渗透成焦点

Group 1 - The AI wave is driving a surge in demand for computing power, significantly increasing the value in sectors such as servers, AI chips, optical chips, storage, and PCB boards [1] - 3D printing is accelerating penetration in the consumer electronics sector, with potential applications in foldable device hinges and watch/mobile phone frames, marking the beginning of a new era for 3D printing in consumer electronics [1] - The potential for edge AI is substantial, with headphones and glasses expected to become key carriers for edge AI agents [1] Group 2 - In the context of rising tensions between China and the US, China is vigorously promoting domestic semiconductor production, leading to a surge in orders for Korean 8-inch wafer foundries and a rapid increase in the global market share of domestic wafer foundry companies [1] - The next three years will see "advanced process expansion" as a main line for self-sufficiency, with CoWoS and HBM positioning to capitalize on AI industry trends, highlighting the importance of advanced packaging [1] - OLED panel revenue is projected to grow by 2% year-on-year in Q1 2025, driven by increased shipments in categories such as AR glasses, automobiles, and smartwatches [1] - There is a sustained positive outlook for the recovery trends in upstream sectors such as passive components, digital SoC, RF, storage, testing, and panels [1] Group 3 - The Guotai ETF tracking the Sci-Tech Chip Index can experience daily fluctuations of up to 20%, reflecting the overall performance of listed companies in the semiconductor industry across the entire supply chain [2] - The index is compiled by the China Securities Index Co., and it captures companies involved in semiconductor materials, equipment, design, manufacturing, and packaging/testing, showcasing the development trends in China's chip industry [2]