三季度全球半导体设备出货金额同比增长11%，科创半导体ETF（588170）强势翻红

Group 1 - The core viewpoint of the news highlights the positive performance of the semiconductor sector, particularly the rise in the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index and the related ETF [1][2] - The Sci-Tech Semiconductor ETF (588170) experienced a significant increase in scale, growing by 90.75 million yuan over the past week, indicating strong investor interest [2] - The global semiconductor equipment market is projected to see a year-on-year increase of 11% by Q3 2025, reaching 33.66 billion USD, driven by robust investments in advanced technologies, especially in AI computing [2] Group 2 - The Sci-Tech Semiconductor ETF (588170) tracks the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (61%) and materials (23%), which are critical areas for domestic substitution [3] - The semiconductor equipment and materials industry is characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the AI revolution and ongoing technological advancements [3] - The semiconductor materials ETF (562590) also emphasizes the importance of the semiconductor upstream, with significant allocations to both semiconductor equipment and materials [3]