20cm速递｜科创芯片ETF国泰（589100）涨超1.0%，行业需求与国产化进程受关注

Group 1 - The core viewpoint of the article highlights that the semiconductor industry is entering a new cycle driven by strong AI demand, marking a shift from consumer electronics to business-oriented applications [1] - In June, global semiconductor sales reached $59.9 billion, reflecting a year-on-year growth of 19.6%, maintaining a high growth rate [1] - The performance of leading foundries shows that TSMC, focused on advanced foundry services, experienced a revenue increase of 26.9% year-on-year, significantly outperforming the industry, while UMC, which focuses on mature foundry services, underperformed [1] Group 2 - The Guotai Science and Technology Chip ETF (589100) rose over 1% on August 15, tracking the Science and Technology Chip Index (000685), which focuses on electronic and semiconductor sectors [1] - The index selects innovative technology companies involved in chip design and manufacturing from the STAR Market, reflecting the overall performance of listed companies related to chips [1] - Investors without stock accounts can consider the Guotai STAR Market Chip ETF Initiation Link A (024853) and Link C (024854) [1]