半导体设备ETF（159516）跌超3.1%，行业长期增长逻辑未改

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% [1] - AI and High-Performance Computing (HPC) will be the core drivers of this growth, with their share projected to increase from 35% in 2025 to 48% in 2030 [1] - SEMI forecasts a 10% year-on-year increase in global Wafer Fabrication Equipment (WFE) capital expenditure in 2026, accelerating from 6% in 2025, indicating strong growth in advanced process logic and memory capital expenditures driven by AI [1] Group 2 - The semiconductor equipment industry may see a turning point in 2026, with advanced packaging equipment expected to reach a scale of $6.3 billion [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which selects listed companies involved in semiconductor material R&D, production, and equipment manufacturing to reflect the overall performance of the upstream semiconductor industry [1] - This index focuses on high-tech and high-growth potential materials and equipment sectors within the semiconductor industry, effectively reflecting the development trends and market dynamics of this segment [1]