化工龙头ETF（516220）盘中涨超1.2%，半导体材料需求扩张提振行业预期

Group 1 - The core viewpoint is that AI computing power and data center construction are driving the continuous expansion of semiconductor sales and wafer capacity, particularly in advanced processes and high-bandwidth memory (HBM) [1] - There is a significant long-term demand for high-purity, low-defect semiconductor materials as the process nodes advance, leading to smaller chip widths and increased structural complexity [1] - Advanced processes require higher purity, stability, and consistency of electronic chemicals, emphasizing ultra-low metal impurities and extremely low particle levels, as well as stable performance across batches [1] Group 2 - The industry competition landscape is expected to concentrate towards leading players, with only those suppliers possessing technical strength, scale advantages, and long-term customer cooperation being able to continuously meet demand [1] - The chemical leader ETF (516220) tracks a specialized chemical index (000813), which selects listed company securities involved in basic and specialty chemicals from the Shanghai and Shenzhen markets [1] - The specialized chemical index focuses on the chemical industry, covering multiple sub-industries and emphasizing the innovation capability and market competitiveness of constituent stocks, serving as an important reference for assessing investment value in the chemical sector [1]