Group 1 - The global semiconductor industry is expected to grow from $631 billion in 2024 to over $1 trillion by 2030, with a CAGR of approximately 8%, driven mainly by AI and HPC [1] - SEMI forecasts a 10% year-on-year increase in global WFE capital expenditure in 2026, accelerating from 6% in 2025, reflecting strong growth in advanced process logic and memory capital expenditures driven by AI [1] - Advanced packaging has become a hot topic in the industry, with Nvidia indicating that the number of transistors required for current AI chips far exceeds the single-chip limit, making advanced packaging technology crucial for overcoming computing power bottlenecks [1] Group 2 - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which primarily covers listed companies in semiconductor design, manufacturing, packaging testing, and related materials and equipment, selecting companies with high growth potential and strong technological innovation to reflect the overall performance and development trends of China's integrated circuit industry [1]
集成电路ETF（159546）跌超2.7%，行业长期增长逻辑未改
Mei Ri Jing Ji Xin Wen·2025-10-17 07:21