集成电路ETF（159546）盘中跌超3%，电子行业复苏引关注，回调或可布局

Core Insights - The electronic industry is experiencing a sustained recovery in demand, effective supply clearance, and rising prices for memory chips, with domestic production efforts exceeding expectations [1] - Huahong Semiconductor, a domestic wafer foundry, achieved a record revenue in Q3 2025, with a year-on-year growth of 20.7% and a capacity utilization rate of 109.5%, benefiting from strong demand for flash memory, logic, and analog products [1] - Google's announcement of its latest generation TPU chip, which boasts over four times the performance of its predecessor, positions it as the company's most powerful and energy-efficient custom AI chip to date [1] - Structural opportunities in the electronic industry are concentrated in areas such as AI computing power, AIOT, semiconductor equipment, key components, and rising storage prices [1] - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects listed companies involved in IC design, manufacturing, packaging, testing, and related materials and equipment to reflect the overall performance of the sector [1]