半导体设备ETF（159516）近20日资金净流入超21亿，行业高景气与国产化提速引关注

Group 1 - The semiconductor industry is expected to reach a record high revenue of $216.3 billion in Q3 2025, marking a quarter-on-quarter growth of 14.5%, and is projected to exceed $800 billion for the entire year [1] - The growth momentum in the semiconductor sector is expanding beyond Nvidia and the storage segment, with the top four companies (Nvidia, Samsung, SK Hynix, and Micron Technology) contributing over 40% of the global semiconductor revenue, highlighting the dominance of AI accelerators and high-end storage products [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream materials and equipment in the semiconductor industry, reflecting the overall performance of companies involved in semiconductor material R&D and precision equipment manufacturing [1]