集成电路ETF（159546）涨超1.7%，半导体行业增长周期或已开启

Core Insights - The global semiconductor sales are projected to grow by 21.7% year-on-year by August 2025, with the Asia-Pacific region experiencing a significant increase of 43.1% and China growing by 12.4% [1] - There is a notable rise in sales of memory and logic chips, with DRAM and NAND spot prices continuing to increase, where the price of mainstream DRAM chips has risen by 5.40% and the price of 512Gb TLC wafers has increased by 5.44% [1] - The semiconductor components are crucial for supporting the growth of downstream industry indices, with advanced equipment and process expansions driving demand and enhancing value across the industry, indicating a new growth cycle [1] - TSMC's 2nm wafer pricing is approximately $30,000, reflecting a 10%-20% increase compared to the 3nm process, with advanced process capacity remaining fully loaded [1] - Revenue from OLED panels is expected to see a slight decline in 2025, but a strong rebound is anticipated in 2026, driven by increased shipments in smartphones, laptops, and monitors [1] Industry Overview - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects listed companies involved in semiconductor and integrated circuit design, manufacturing, packaging, testing, and related equipment materials to reflect the overall performance of these securities [1] - This index focuses on both upstream and downstream enterprises within the industry chain, providing a comprehensive view of technological development trends and overall operational status, characterized by high growth potential and volatility, serving as an important indicator of the development level of China's integrated circuit industry [1]