台积电1.4纳米晶圆厂建设工作即将开始,半导体产业ETF(159582)今日深度回调
Xin Lang Cai Jing·2025-10-31 05:45

Group 1 - The semiconductor industry index decreased by 3.89% as of October 31, 2025, with mixed performance among constituent stocks [3] - Longchuan Technology reported a revenue of 3.779 billion yuan for the first three quarters of 2025, a year-on-year increase of 49.05%, and a net profit of 865 million yuan, up 142.14% [3] - The semiconductor industry ETF (159582) fell by 3.86%, with a latest price of 2.14 yuan, but showed a 5.64% increase over the past week [3] Group 2 - TSMC plans to invest approximately 1.5 trillion New Taiwan dollars to build four 1.4nm wafer fabs, expected to create nearly 10,000 jobs and start risk production by the end of 2027 [4] - The "14th Five-Year Plan" emphasizes strengthening key core technologies in integrated circuits and high-end instruments, promoting deep integration of AI and industry [4] - The semiconductor industry ETF closely tracks the China Securities Semiconductor Industry Index, which selects up to 40 listed companies involved in semiconductor materials, equipment, and applications [4] Group 3 - As of September 30, 2025, the top ten weighted stocks in the semiconductor industry index accounted for 78.18% of the total index weight [5]