先进逻辑扩产、存储超级周期与国产替代共振，半导体设备ETF（561980）午后涨超2.3%

Core Insights - The semiconductor equipment industry is experiencing a rebound, with significant increases in stock prices for key companies [1] - Global semiconductor market is projected to grow significantly, reaching approximately $975.46 billion by 2026, driven by advancements in AI and storage technologies [3][4][5] Group 1: Market Growth Projections - According to WSTS, the global semiconductor market is expected to grow by 22.5% in 2025 and accelerate to 26.3% growth in 2026 [3] - The logic semiconductor segment, particularly GPUs, is anticipated to see a revenue increase of 37.1% in 2025, becoming a major growth driver [4] - The global storage market is projected to grow by 39.4% in 2026, surpassing the 27.8% growth rate of 2025 [5] Group 2: Investment Opportunities - Key investment themes identified include AI-related advanced process logic expansion, a storage supercycle, and increasing domestic production rates in the Chinese market [3][6] - The Chinese semiconductor equipment market is expected to grow by 2% in 2026, reaching $51 billion, with a domestic production rate projected to rise to 29% [7] - The semiconductor equipment ETF has shown strong performance, with a year-to-date increase of 55.56% and a maximum increase of over 80% [8]