半导体概念股走弱，多只半导体设备相关ETF跌超5%

Core Viewpoint - The semiconductor sector is experiencing a decline, with several key stocks and ETFs showing significant drops in value, despite a projected growth in the global semiconductor market. Group 1: Stock Performance - Semiconductor concept stocks weakened in the afternoon, with ChipSource down over 9%, Huahai Qingke down over 7%, and Nanda Guangdian down over 6% [1] - Multiple semiconductor equipment-related ETFs fell by more than 5% [1] Group 2: ETF Details - The following ETFs experienced notable declines: - E Fund Semiconductor Equipment ETF (159558): Current price 1.766, down 0.104, a decrease of 5.56% [2] - Sci-Tech Semiconductor ETF (588170): Current price 1.476, down 0.085, a decrease of 5.45% [2] - Semiconductor Equipment ETF Fund (159327): Current price 1.793, down 0.102, a decrease of 5.38% [2] - Other ETFs also reported declines ranging from 5.17% to 5.31% [2] Group 3: Market Outlook - The global semiconductor market is expected to continue expanding, with the World Semiconductor Trade Statistics (WSTS) forecasting 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 applications is increasing the demand for NPU due to its low power consumption, making it an ideal choice for edge devices [2] - The industry is witnessing a wave of mergers and acquisitions across various sectors, including materials, equipment, EDA, and packaging, as companies pursue horizontal and vertical integration to enhance scale and complete their supply chains [2]