芯片ETF（512760）涨超1.3%，机构称晶圆代工需求或迎结构性改善

Core Viewpoint - The chip ETF (512760) has risen over 1.3%, with institutions indicating that the demand for wafer foundry services may experience structural improvement in the near future [1] Industry Summary - 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, which are projected to have shipment growth rates of 24% and 14% respectively in 2026 [1] - As concerns over U.S. tariffs on the semiconductor supply chain diminish, customer inventory strategies are shifting towards healthier levels, with urgent orders anticipated to boost the wafer foundry market performance in the second half of 2025 [1] - The demand for advanced packaging in AI high-performance computing (HPC) is strong, although the CoWoS solution faces capacity shortages and photomask size limitations, leading some cloud service providers to shift towards Intel's EMIB technology [1] - The electronic semiconductor industry may witness a comprehensive recovery in 2025, with an accelerated clearing and repair of the competitive landscape, resulting in a sustained recovery of profit cycles and related company profits [1] Company Summary - The chip ETF (512760) tracks the China Semiconductor Index (990001), which focuses on core enterprises in the semiconductor industry within the Chinese A-share market, covering sectors such as semiconductor equipment, chip design, and integrated circuit manufacturing [1] - This index aims to reflect the progress of domestic semiconductor industry development and technological advancements, characterized by high industry concentration and growth potential [1]