芯片概念股走势分化，多只科创芯片、半导体设备相关ETF跌超2%

Group 1 - The semiconductor sector showed mixed performance, with Haiguang Information rising over 10% and Cambrian-U increasing over 4%, while companies like Zhongwei and Sitiwei-W fell over 3%, and SMIC and Hushi Silicon Industry dropped over 2% [1] - Multiple technology innovation chip and semiconductor equipment-related ETFs declined by over 2% due to market influences [1] Group 2 - According to brokerages, the global semiconductor market is expected to continue expanding, with the World Semiconductor Trade Statistics (WSTS) predicting a market size of $700.874 billion by 2025, growing at a rate of 11.2%, primarily driven by logic and memory chips [2] - The acceleration of AI edge applications is leading to the adoption of NPU due to its low power consumption, making it an ideal choice for edge devices, while advancements in wireless connectivity are promoting the development of the Internet of Things (IoT) [2] - A wave of mergers and acquisitions is emerging in the industry, covering materials, equipment, EDA, and packaging sectors, as companies pursue horizontal mergers to expand scale and vertical mergers to enhance the supply chain [2]