2025Q2全球硅晶圆出货量同增9.6%，同指数规模最大的科创半导体ETF深度布局设备、材料

Group 1 - The core viewpoint of the article highlights the positive performance of the semiconductor sector, particularly in the context of the recent increase in silicon wafer shipments and the growth of related stocks on the STAR Market [1] - As of August 4, 2025, the STAR Market semiconductor materials and equipment theme index rose by 0.45%, with notable stock increases including Rich Precision up 3.93%, Jingyi Equipment up 2.85%, and SMIC up 1.94% [1] - According to SEMI's quarterly report, global silicon wafer shipments reached 3,327 million square inches in Q2 2025, marking a 9.6% increase compared to 3,035 million square inches in the same period of 2024, and a 14.9% increase from Q1 2025 [1] Group 2 - The STAR Market semiconductor ETF (588170) tracks the semiconductor materials and equipment theme index, comprising 59% semiconductor equipment and 25% semiconductor materials companies, indicating a focus on hard technology [1] - The semiconductor equipment and materials industry is identified as a key area for domestic substitution, characterized by low domestic replacement rates and high potential for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution and technological advancements [1]