半导体设备ETF（159516）盘中涨超2%，行业复苏与AI驱动成焦点

Group 1 - The core viewpoint of the article indicates that global semiconductor sales are projected to reach $64.88 billion by August 2025, representing a year-on-year increase of 21.70% and a slight quarter-on-quarter rise, signaling a continuous recovery in the industry [1] - Demand growth in sectors such as automotive electronics, new energy, and the Internet of Things, driven by new technologies like AI, is becoming a significant driver for the semiconductor sector [1] - The acceleration of domestic production processes and the emphasis on supply chain security due to Sino-U.S. trade tensions highlight the necessity for the development of domestic wafer manufacturing and supporting industry segments, with leading domestic semiconductor companies expected to expedite their listing processes [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] - This index selects publicly listed companies engaged in the research and production of core materials and key equipment required for semiconductor wafer manufacturing and packaging testing, aiming to reflect the overall performance and technological development level of the foundational support segments of the semiconductor industry [1]