信创ETF（159537）涨超1.0%，半导体设备需求增长或成支撑因素

Group 1 - The semiconductor equipment sector, particularly thin film deposition equipment, holds a significant value share in the front-end process, accounting for approximately 22% of global semiconductor equipment sales, and is one of the core devices for wafer expansion [1] - Demand for semiconductor equipment is expected to continue growing due to the dual pull from new production line construction and existing capacity expansion [1] - According to SEMI, global investment in 300mm wafer fabs is projected to increase by 20% to $116.5 billion in 2025, followed by a further 12% increase to $130.5 billion in 2026; in China, the average annual investment scale from 2025 to 2027 is expected to remain above $30 billion [1] Group 2 - Chinese manufacturers are accelerating capacity and technological layout, with Tuojing Technology planning to enhance the intelligent production capacity of PECVD and SACVD equipment [1] - Weidong Nano's ALD and high-end CVD products have already entered the mass production lines of leading domestic storage clients, with performance in the logic equipment sector reaching internationally advanced levels [1] Group 3 - The Xinchang ETF (159537) tracks the National Certificate Xinchang Index (CN5075), which selects listed companies in the semiconductor, software development, computer equipment, and other information technology sectors from the Shanghai and Shenzhen markets [1] - This index reflects the overall performance of listed companies in the information technology theme, covering the entire industry chain from basic hardware to application software, with a clear focus on large-cap characteristics in sectors such as semiconductors, software development, computer equipment, and IT services [1]