半导体设备ETF（159516）涨超1.0%，技术突破与AI需求驱动行业前景

Group 1 - The electronic and semiconductor industry is experiencing positive trends driven by new technologies such as AI, with significant growth in automotive electronics, new energy, IoT, big data, and artificial intelligence [1] - The urgency for supply chain security and self-sufficiency in semiconductors has been highlighted by US-China trade tensions, prompting government support for domestic semiconductor manufacturing through policies, tax incentives, and talent development [1] - According to Wind data, global semiconductor sales are projected to increase by 19.60% year-on-year by June 2025, while TSMC's revenue is expected to rise by 25.77% year-on-year in July 2025, indicating sustained industry prosperity [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream companies involved in silicon wafers, photoresists, and various manufacturing and testing equipment [1] - The index is oriented towards growth-type investments, reflecting the overall performance of the semiconductor materials and equipment manufacturing industry [1] - Investors without stock accounts can consider the Guotai CSI Semiconductor Materials and Equipment Theme ETF Initiated Link C (019633) and Link A (019632) [1]