集成电路ETF（159546）涨超1.2%，行业趋势与需求增长获关注

Group 1 - The electronic industry is becoming a new driving force for China's economic growth, with the semiconductor sector entering a new cycle driven by strong AI demand [1] - In June, global semiconductor sales reached $59.9 billion, representing a year-on-year increase of 19.6% and a month-on-month growth of 1.5%, maintaining a high growth rate [1] - Unlike previous cycles driven by consumer electronics, the current semiconductor upcycle is primarily driven by AI-related business-to-business (ToB) demand, benefiting high-end semiconductor supply chains such as GPUs and storage [1] Group 2 - Advanced foundries like TSMC have shown significant revenue growth, while mature foundries like UMC have underperformed, indicating the pronounced benefits for the high-end semiconductor supply chain [1] - The semiconductor wafer market is gradually recovering, with strong demand for AI data center chips like high bandwidth memory (HBM) [1] - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which selects listed companies involved in semiconductor design, manufacturing, packaging, testing, and related materials and equipment [1]