半导体设备ETF（159516）涨超1.8%，行业增长预期支撑市场情绪

Group 1 - The International Semiconductor Industry Association predicts that global semiconductor manufacturing equipment sales will reach $133 billion in 2025, a year-on-year increase of 13.7%, marking a historical high [1] - Sales are expected to continue rising to $145 billion in 2026 and $156 billion in 2027, driven primarily by investments related to artificial intelligence, covering advanced logic, memory, and advanced packaging technologies [1] - In November, the domestic integrated circuit manufacturing industry saw an increase in value added by 32.4%, while TSMC reported a cumulative revenue growth of 32.8% year-on-year from January to November [1] Group 2 - In the analog chip sector, the global second-largest manufacturer, Analog Devices, plans to implement differentiated pricing for its entire product line starting in February 2026 [1] - In the memory chip sector, Micron has raised its capital expenditure for the fiscal year 2026 to $20 billion [1] - Domestic GPU companies are increasingly entering the capital market, which is expected to accelerate the demand for integrated circuit manufacturing and equipment materials [1] Group 3 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on companies involved in semiconductor materials research, production, and equipment manufacturing [1] - This index reflects the overall performance of publicly traded companies in the upstream semiconductor industry, characterized by high technological content and growth potential, showcasing trends in technological advancement and market performance [1]