半导体板块再次爆发，科创半导体ETF、半导体材料ETF飙涨5%，规模最大的芯片ETF单日“吸金”3.65亿

Group 1 - The A-share market saw all three major indices rise, with semiconductor chips continuing to lead the gains, as the semiconductor ETFs experienced significant increases of 5.26% and 5.23% respectively, while the largest chip ETF rose by 2.46% after attracting a net inflow of 365 million yuan yesterday and an additional 100 million yuan today [1][2] - Semiconductor equipment and lithography machine concepts surged in the afternoon trading session, with companies like WaveOptics and Zhangjiang Hi-Tech hitting their daily limit and reaching historical highs, continuing their strong performance today [1] - Industry reports indicate that TSMC's last 3nm process CPU prices have increased by approximately 20%, with a further price hike of over 50% expected for the 2nm process next year, alongside a supply-demand imbalance in memory and hard drives, signaling a potential semiconductor inflation [1] Group 2 - The largest chip industry ETF, Chip ETF (159995), rose by 2.43%, with a net inflow of 365 million yuan yesterday, covering the entire semiconductor industry chain including leading companies like SMIC, Cambricon, and Huagong Tech [2] - The focus on domestic semiconductor replacement equipment and materials is highlighted by the Sci-Tech Innovation Semiconductor ETF (588170), which increased by 5.26%, including component stocks such as AMEC (etching equipment) and Tsinghua Unigroup (thin film deposition equipment) [2] - The Semiconductor Materials ETF (562590) rose by 5.23%, representing upstream production equipment in the semiconductor industry, including companies like North Huachuang (semiconductor equipment) and Huagong Tech (silicon wafers) [2]