关注芯片ETF（512760）投资机会，AI算力需求驱动材料技术升级

Group 1 - The demand for AI computing power is driving a transformation in the electronic and semiconductor materials industry, with high frequency, high power, high thermal conductivity, and miniaturization becoming the main requirements [1] - Metal soft magnetic chip inductors, due to their miniaturization and high current tolerance, are expected to be widely used in the next generation of AI chips, with the global market for AI server chip inductors projected to reach 8.1 billion by 2028 [1] - The MLCC industry is benefiting from the recovery in consumer electronics and high growth in AI server demand, with the MLCC usage in AI servers being 12.5 times that of ordinary servers, and the nickel powder market for MLCCs expected to exceed 10 billion by 2028 [1] Group 2 - The demand for liquid cooling materials in data centers is increasing, with copper-tungsten substrates meeting the thermal management needs of optical modules, while facing challenges in high thermal conductivity and high electrical conductivity materials [1] - The chip ETF (512760) tracks the China Semiconductor Chip Index (990001), which selects listed companies in semiconductor materials, equipment design, manufacturing, packaging, and testing from the Chinese A-share market to comprehensively track the overall performance of the semiconductor industry [1]