Group 1 - The demand for high bandwidth memory (HBM) driven by AI data centers and processors is fueling continuous growth in the global semiconductor materials market [1] - TECHCET predicts that the global semiconductor materials market will reach $70 billion by 2025, representing a year-on-year growth of 6%, and will exceed $87 billion by 2029 [1] - The market for key semiconductor materials is expected to reach 174.08 billion yuan by 2025, with a year-on-year growth of 21.1% [1] Group 2 - Advanced processes require higher purity, stability, and consistency of electronic chemicals, indicating a trend towards market concentration among leading suppliers with technological strength and scale advantages [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), focusing on listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials [1] - The New Materials Index is characterized by high growth and innovation, making it suitable for investors interested in the development trends of high-tech industries [1]
新材料50ETF（159761）盘中涨超2.1%，半导体材料需求增长受关注
Mei Ri Jing Ji Xin Wen·2025-12-23 05:47