20cm速递|科创芯片ETF国泰（589100）盘中回调超2%，AI长期趋势不改

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 is becoming a key technology in the industry, seen as essential for extending Moore's Law in the AI era, with companies like TSMC, Intel, and ASE prioritizing it as a core strategy, presenting investment opportunities for related foundries and equipment firms [1] Group 2 - TSMC's progress on its U.S. factory is on track, although supporting facilities still need improvement, and it is expected to maintain a high gross margin due to its technological advantages [1] - Despite concerns about an AI bubble, strong growth in token usage supports an overall optimistic outlook for AI investment prospects in the industry [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which includes 50 representative securities from the semiconductor industry chain, reflecting the overall performance and development trends of listed companies in China's semiconductor sector [1]