指数涨超4%，半导体设备ETF易方达（159558）、芯片ETF易方达（516350）助力布局产业龙头

Core Viewpoint - The semiconductor industry is experiencing significant growth, with key indices such as the China Securities Semiconductor Materials and Equipment Theme Index rising by 5.2%, the China Securities Chip Industry Index by 4.4%, and the China Securities Cloud Computing and Big Data Theme Index by 2.4% as of midday close [1]. Group 1: Industry Performance - The semiconductor equipment sector is considered the cornerstone of the semiconductor supply chain, benefiting from the expansion of storage and the push for self-sufficiency, indicating a broad space for domestic production [1]. - The transition of storage chip architecture from 2D to 3D is undergoing a profound transformation, with the introduction of 3D DRAM technology and the evolution of NAND stacking layers to 500 layers and above [1]. Group 2: Equipment Manufacturers - The manufacturing processes are seeing an exponential increase in the requirements for high aspect ratio etching and advanced thin film deposition, which will significantly benefit related equipment manufacturers due to the increased complexity of processes [1].