半导体设备ETF（159516）涨超2.0%，行业复苏预期支撑后市表现

Core Viewpoint - The global wafer foundry industry is expected to see a revenue growth of 22.1% year-on-year by 2025, driven by AI and electric vehicles, with shipment growth rates projected at 24% and 14% respectively for 2026 [1] Industry Summary - The semiconductor supply chain anxiety is easing, leading to a healthier inventory strategy among customers, which will result in urgent orders boosting the wafer foundry market performance in the second half of 2025 [1] - The demand for AI High-Performance Computing (HPC) is creating a surge in demand for advanced packaging, while the CoWoS solution faces challenges such as capacity shortages, photomask size limitations, and high costs, prompting some cloud service providers to shift towards Intel's EMIB technology [1] - The semiconductor industry may experience a comprehensive recovery in 2025, with an accelerated clearing and repair of the competitive landscape, leading to a sustained recovery in profit cycles and related company profits [1] Company Summary - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which selects listed company securities involved in semiconductor material production, processing, and equipment manufacturing to reflect the overall performance of the upstream semiconductor industry [1] - This index focuses on core segments of the semiconductor supply chain, characterized by high technical barriers and growth potential [1]