Group 1 - The semiconductor industry is experiencing growth driven by new technologies such as AI, automotive electronics, new energy, IoT, and big data, leading to increased penetration and demand in these sectors [1] - The push for domestic production is ongoing, with government support in industrial policy, taxation, and talent development, accelerating the development of domestic wafer manufacturing and related industries [1] - According to the Semiconductor Industry Association (SIA), global semiconductor sales are projected to reach $599.1 billion by June 2025, representing a year-on-year increase of 19.60% [1] Group 2 - TSMC reported a year-on-year revenue increase of 25.77% in July 2025, indicating continued industry prosperity [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream sectors of the semiconductor industry [1] - Investors without stock accounts can consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETFs, including the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Link A (019632) and Link C (019633) [1]
半导体设备ETF（159516）昨日净流入超0.7亿元，行业趋势与需求复苏受关注
Mei Ri Jing Ji Xin Wen·2025-08-20 02:27