集成电路ETF（159546）涨超1.1%，内资半导体IPO提速强化自主化预期

Group 1 - The electronic and semiconductor industry is experiencing a multi-field upturn, with strong demand in the AI-PCB supply chain leading to full orders and production for several companies, primarily driven by structural demand for high-layer PCBs and M8 copper-clad laminates from AI servers and switches [1] - The semiconductor sector is seeing a continuous strengthening of self-controllable logic, with accelerated domestic production of equipment and materials, resulting in leading manufacturers increasing their market share in etching and thin film deposition processes [1] - The storage segment benefits from AI edge upgrades and replenishment demand, with significant domestic substitution space for niche DRAM products [1] Group 2 - The integrated circuit ETF tracks the integrated circuit index, which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in core areas of integrated circuit design, manufacturing, and packaging testing from the A-share market to reflect the overall performance of the semiconductor industry chain [1] - This index focuses heavily on the technology-intensive aspects of the integrated circuit industry, exhibiting significant industry concentration and technological content characteristics [1]