半导体设备ETF（159516）盘中流入9000万份，全球半导体行业规模有望持续增长

Group 1 - The core viewpoint of the article highlights significant investment interest in the semiconductor equipment sector, with a notable inflow of 90 million units into the semiconductor equipment ETF (159516) and a net inflow of 7 million units, indicating strong demand for semiconductor assets [1] - According to Huatai Securities, the global semiconductor industry is expected to grow from $631 billion in 2024 to over $1 trillion by 2030, reflecting a compound annual growth rate (CAGR) of approximately 8%. AI and high-performance computing (HPC) are projected to be the main drivers, with their share increasing 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, which indicates strong growth in advanced process logic and memory capital expenditures driven by AI [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which selects securities from publicly listed companies involved in semiconductor material research, production, and equipment manufacturing, reflecting the overall performance of the upstream segment of the semiconductor industry [1] - The index focuses on high-tech and high-growth potential materials and equipment sectors within the semiconductor industry, effectively capturing the development trends and market dynamics of this niche area [1]