半导体设备ETF（159516）连续4日净流入超6亿元，存储涨价与AI需求驱动行业景气度

Group 1 - The demand for HBM3E from AI accelerator manufacturers continues to grow, leading to supply tightness and price premiums [1] - SMIC has increased prices by 10% for its 8-inch BCD process platform, which is in high demand due to its high integration and superior performance in AI server power chips [1] - The memory supercycle is expected to cause PC prices to rise by 15%-20% next year, compounded by the Windows 10 upgrade wave and AI computer promotion, putting cost pressure on the industry [1] Group 2 - The smartwatch market is projected to see a 7% increase in shipment volume by 2025, benefiting from innovations in AI integration and health function upgrades [1] - In the automotive electronics sector, the global market for ADAS and autonomous driving sensors is expected to reach $61 billion by 2035, with significant demand for technologies such as cameras and LiDAR [1] Group 3 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] - The index selects publicly listed companies involved in the research, production, and sales of semiconductor materials, as well as the manufacturing of semiconductor equipment, to reflect the overall performance of the semiconductor industry's infrastructure and technology support [1]