半导体产业ETF(159582)近1年净值涨超100%，科创芯片ETF博时(588990)规模均创近半年新高，政策支持+国产升级双驱动，半导体景气度持续抬升

Market Performance - The semiconductor industry index (931865) decreased by 3.59% as of August 29, 2025, with notable declines in stocks such as Northern Huachuang (6.48%) and Chipone (5.84%) [2] - The Sci-Tech Innovation Board chip index (000685) fell by 3.32%, led by Shengke Communication (7.87%) and Aojie Technology (7.70%) [6] - The Sci-Tech Innovation Board new materials index (000689) saw a smaller decline of 0.85%, with Tiancheng Technology leading gains at 12.01% [7] ETF Performance - The semiconductor industry ETF (159582) dropped by 3.48%, with a recent price of 1.89 yuan, but had a weekly increase of 19.65% as of August 28, 2025 [2] - The Sci-Tech chip ETF (588990) decreased by 8.91% to 2.28 yuan, yet it recorded a weekly rise of 29.89% [6] - The new materials ETF (588010) fell by 1.06% to 0.75 yuan, with a weekly increase of 4.28% [7] Company Financials - SMIC reported a revenue of $4.456 billion for the first half of the year, a 22% increase year-on-year, with a net profit of $320 million, up 35.6% [8] - Zhongwei Company achieved a revenue of 4.961 billion yuan, a 43.88% increase, with a net profit of 706 million yuan, up 36.62% [8] - BOE Technology Group's revenue reached 101.278 billion yuan, an 8.45% increase, with a net profit of 3.247 billion yuan, up 42.15% [8] Industry Trends - Samsung is set to use its second-generation 2nm process for Tesla's AI6, with improvements in performance, power, and area [9] - Nvidia is actively seeking export licenses for its Blackwell architecture to China, estimating the market size at $50 billion with a potential annual growth rate of 50% [10] Investment Insights - The semiconductor sector is expected to continue benefiting from inventory replenishment and domestic substitution, with strong fundamentals from companies like SMIC and Zhongwei [11] - The demand for AI-related products is anticipated to drive upgrades in cooling and storage solutions [11] ETF Details - The semiconductor industry ETF has a recent scale of 214 million yuan, marking a six-month high, with a one-year net value increase of 100.05% [14] - The Sci-Tech chip ETF has reached a scale of 390 million yuan, also a six-month high, with a one-year net value increase of 150.14% [19] - The new materials ETF has seen a scale increase of 43.71 million yuan in two weeks, with a one-year net value increase of 80.67% [26]