Mei Ri Jing Ji Xin Wen·2025-11-04 04:57Core Insights - The semiconductor materials and equipment sector is experiencing significant growth, driven by increasing AI computing power demand and global wafer fab expansions [1][2] - The domestic semiconductor equipment market is poised for accelerated replacement, particularly in critical areas such as metrology and thin film deposition, due to heightened focus on supply chain security and trade tensions [1][2] Group 1: Market Performance - As of November 4, 2025, the Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 1.55%, with notable gains from companies like Micro Company (up 6.19%) and Tuojing Technology (up 3.76%) [1] - The Sci-Tech Semiconductor ETF (588170) increased by 1.58%, leading the semiconductor sector [1] Group 2: Industry Growth Projections - Tianfeng Securities projects a 7% increase in global semiconductor monthly production capacity, reaching 33.7 million wafers by 2025, with a growth rate of 14%, the highest globally [1] - SEMI anticipates that total equipment spending for 300mm wafer fabs in mainland China will reach $94 billion between 2026 and 2028, driven by policy support and local capacity expansion [1] Group 3: Domestic Semiconductor Development - Open Source Securities highlights that AI development is pushing the domestic semiconductor industry from chip design to manufacturing and equipment materials, with dry etching, thin film deposition, and CMP equipment identified as key areas for rapid domestic replacement over the next four years [2] - The strategic importance of upstream semiconductor equipment is increasing, with expectations for technological breakthroughs in metrology, ion implantation, and coating development [2] Group 4: ETF Information - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment index, comprising 61% semiconductor equipment and 23% semiconductor materials [2] - The Semiconductor Materials ETF (562590) also features a significant allocation to semiconductor equipment (61%) and materials (21%) [2]