半导体设备ETF（159516）近60日资金净流入超26亿元，行业需求前景获关注

Core Insights - The global wafer foundry industry is expected to grow by 22.1% year-on-year in 2025, driven by AI and electric vehicles, with shipment growth rates projected at 24% and 14% respectively [1] - The semiconductor supply chain anxiety is easing, leading to healthier customer inventory strategies, which will boost 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 challenges such as capacity shortages and high costs are pushing some cloud service providers to adopt Intel's EMIB technology [1] Industry Overview - The semiconductor industry is anticipated to experience a comprehensive recovery in 2025, with an accelerated clearing of the competitive landscape and a potential restoration of profit cycles for related companies [1] - Although the growth rates for AI servers and electric vehicles are slowing, the increasing complexity of chip structures is expected to drive continued wafer consumption [1] Investment Tools - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] - This specialized index, characterized by high technical barriers and growth potential, provides investors with an effective tool to track developments in the upstream semiconductor industry [1]