集成电路ETF（159546）收涨1.2%，半导体设备需求增长获关注

Core Viewpoint - The semiconductor equipment demand is expected to grow, particularly in the thin film deposition equipment segment, which plays a crucial role in wafer expansion and is driven by both new production line construction and existing capacity expansion [1]. Group 1: Semiconductor Equipment Demand - The thin film deposition equipment accounts for approximately 22% of the value in the front-end process, making it one of the core devices for wafer expansion [1]. - Global investment in 300mm wafer fabs is projected to increase by 20% to $116.5 billion by 2025 [1]. - The average annual investment scale in mainland China from 2025 to 2027 is expected to remain above $30 billion [1]. Group 2: Domestic Manufacturers - Chinese manufacturers are accelerating their layout, with companies like Tuojing Technology planning to enhance PECVD equipment capacity [1]. - Microguide Nano's ALD and high-end CVD products have already entered the mass production lines of leading domestic memory clients [1]. - Equipment performance in the logic sector has reached internationally advanced levels [1]. Group 3: Integrated Circuit ETF - The Integrated Circuit ETF (159546) rose by 1.2%, tracking the integrated circuit index (932087) [1]. - The index selects listed companies involved in semiconductor design, manufacturing, packaging, testing, and related equipment materials to reflect the overall performance of the integrated circuit industry [1]. - The constituent stocks of the index possess high technical barriers and growth characteristics, focusing on technology innovation and high-end manufacturing, effectively reflecting the development trends of China's integrated circuit industry [1].