半导体芯片反弹，半导体设备ETF（159516）、芯片ETF（512760）涨幅居前

Group 1 - The semiconductor sector showed strong performance on July 23, with the semiconductor equipment ETF (159516) rising by 2.46% and the chip ETF (512760) increasing by 0.78%, indicating a favorable market sentiment [1] - Global and domestic semiconductor sales have significantly increased, with domestic sales data in May showing a year-on-year increase of 20.5%, driven primarily by strong demand for AI chips [3] - TSMC, the world's largest chip foundry, reported record high revenue and net profit in Q2, with net profit increasing by 61%, exceeding analyst expectations, and the management remains optimistic about future growth prospects [3] Group 2 - The trend of domestic chip localization and self-sufficiency remains a key development theme, with efforts across the semiconductor supply chain to enhance the localization rate of computing power chips, coinciding with a global semiconductor cycle upturn [6] - Investors are advised to continue monitoring the semiconductor equipment ETF (159516) and chip ETF (512760) for potential opportunities in the sector [6]