AMD(US:AMD) Mei Ri Jing Ji Xin Wen·2025-11-13 02:41Group 1 - The core viewpoint highlights the decline of the semiconductor materials and equipment theme index on the STAR Market, with a drop of 0.55% as of 9:55 AM, while individual stocks showed mixed performance [1] - The semiconductor ETF (588170) experienced a decrease of 0.62% during the session, with a trading volume of 1.08 billion yuan and a turnover rate of 3.14% [1] - Over the past month, the average daily trading volume of the semiconductor ETF reached 5.58 billion yuan, indicating strong market activity [1] Group 2 - The semiconductor ETF (588170) saw a significant growth of 389 million yuan in size over the past month, reflecting positive market sentiment [2] - AMD's CEO announced at an analyst day event in New York that the data center chip and system market is expected to expand to 1 trillion dollars by 2030, driven primarily by artificial intelligence [2] - AMD plans to launch the next-generation MI400 series AI chips in 2026, which will cater to scientific computing and generative AI tasks, alongside a complete server system to meet integrated computing power demands [2] Group 3 - The semiconductor ETF (588170) and its linked funds track the STAR Market semiconductor materials and equipment theme index, focusing on semiconductor equipment (61%) and materials (23%) [3] - The semiconductor equipment and materials industry is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution, benefiting from the AI revolution and advancements in lithography technology [3] - The semiconductor materials ETF (562590) and its linked funds also emphasize the upstream semiconductor sector, with significant allocations to semiconductor equipment (61%) and materials (21%) [3]