芯片ETF（512760）涨超1.0%，科技渗透与国产替代驱动行业趋势

Core Insights - The electronic industry has become a new driving force for economic growth in China, with the number of electronic companies in the Fortune 500 list increasing from 12 to 38 over the past decade, indicating significant breakthroughs in fields such as semiconductors and new displays [1] - Global semiconductor sales reached $59.9 billion in June, marking a year-on-year growth of 19.6%, primarily driven by AI demand in the ToB sector [1] - High-end semiconductor supply chains have benefited significantly, with TSMC reporting a 26.9% year-on-year revenue increase in June, reflecting strong demand for AI-related GPUs, storage, and advanced process technologies [1] - The shipment volume of semiconductor wafers increased by 9.6% year-on-year, with sustained strong demand for AI chips such as HBM [1] Industry Overview - The Chip ETF (512760) tracks the China Semiconductor Index (990001), which selects listed companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing from the Shanghai and Shenzhen markets to reflect the overall performance of the domestic semiconductor industry [1] - This index focuses on the information technology sector and comprehensively reflects the development status of various segments within the semiconductor industry chain [1]