AI需求推动上游订单回暖，科创半导体ETF（588170）率先翻红，成交额突破3亿元

Core Insights - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.40%, with notable increases in stocks such as Andl Micro-Nano (up 5.24%) and TuoJing Technology (up 2.64%) [1] - The SEMI report forecasts that global silicon wafer shipments will reach 128.24 billion square inches by 2025, marking a 5.4% year-on-year growth driven primarily by AI-related demand in data centers and edge computing [1] Group 1 - The Sci-Tech Semiconductor ETF (588170) saw a trading volume of 3.09 billion yuan with a turnover rate of 7.88% [1] - Over the past month, the average daily trading volume of the Sci-Tech Semiconductor ETF was 6.23 billion yuan, outperforming similar funds [1] - The semiconductor equipment and materials sector is identified as a key area for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic alternatives [2] Group 2 - The semiconductor materials ETF (562590) and its associated funds focus heavily on semiconductor equipment (61%) and materials (21%), emphasizing upstream semiconductor sectors [2] - The demand for AI is recognized as a core driver for the recovery of orders for silicon wafer manufacturers and equipment suppliers, with expectations for increased capacity utilization if AI demand materializes as anticipated [1]