芯片ETF（512760）涨超2.2%，半导体行业增长预期向好

Group 1 - The global semiconductor market is projected to reach $208 billion by Q3 2025, marking the first time it surpasses the $200 billion threshold, with a quarter-on-quarter growth of 15.8%, the highest quarterly growth rate since 2009 [1] - The demand for computing power driven by the AI wave is significantly increasing the value in segments such as servers, AI chips, optical chips, storage, and PCB boards [1] - The next three years will see "advanced process expansion" as a key focus for self-controlled development, with domestic equipment making progress in breakthroughs and validations in advanced processes [1] Group 2 - CoWoS and HBM technologies are positioned to align with AI industry trends, highlighting the importance of advanced packaging [1] - Storage prices have bottomed out and are beginning to recover, with the testing and packaging sector's utilization rates gradually increasing, benefiting from the advanced packaging demand driven by AI chips [1] - In the consumer electronics sector, 3D printing is accelerating penetration, with applications in foldable device hinges and watch/mobile phone frames expected to create new scenarios [1] Group 3 - The potential for edge AI is significant, with headphones and glasses likely to become important carriers [1] - The reduction in costs for AI training and inference is fostering application prosperity, with AI smartphones indicating a new stage of deep integration between technology and hardware [1] - The semiconductor ETF (512760) tracks the China Semiconductor Index (990001), which covers A-share listed companies in semiconductor materials, equipment, and end applications, reflecting the overall performance of China's semiconductor industry [1]