20cm速递｜关注科创芯片ETF国泰（589100）投资机会，机构称晶圆代工需求或迎结构性增长

Group 1 - The core viewpoint is that the demand for wafer foundry services is expected to experience structural growth, driven by the expansion of semiconductor manufacturing capacity and new production line constructions [1] - The semiconductor equipment sector, particularly thin film deposition equipment, holds a significant value share (approximately 22%) in the front-end process and is crucial for wafer expansion [1] - Global investment in 300mm wafer fabs is projected to increase by 20% to $116.5 billion by 2025 [1] Group 2 - Chinese manufacturers are accelerating their layout in the semiconductor sector, with companies like Tuojing Technology planning to raise funds to enhance PECVD equipment capacity [1] - Micro-Guide Nano's ALD and high-end CVD products have already entered mass production lines of leading domestic memory clients, achieving performance levels that meet international standards in the logic equipment sector [1] - The demand for thin film deposition equipment is on an upward trend amid the capacity expansion in the semiconductor industry [1] Group 3 - The Cathay Innovation Chip ETF (589100) tracks the Innovation Chip Index (000685), which has a daily fluctuation of up to 20% [1] - The index selects 50 representative companies from the Sci-Tech Innovation Board, reflecting the overall performance of the semiconductor industry chain, including materials, equipment, design, and manufacturing [1]