芯片ETF（512760）涨超2.3%，半导体自主可控进程引关注

Group 1 - The semiconductor ETF (512760) rose over 2.3%, drawing attention to the progress of domestic semiconductor autonomy [1] - The semiconductor industry chain is highly linked with production processes, and domestic wafer manufacturers are developing new technological paths due to equipment restrictions [1] - The inability of overseas EDA tools to support differentiated domestic processes creates independent market space for domestic EDA vendors [1] Group 2 - Recent IPOs and mergers in the EDA industry are becoming more active, with transaction amounts gradually increasing, focusing on core areas of digital IC design [1] - Over the next five years, large domestic EDA companies are expected to achieve full integration of digital IC design processes through mergers and acquisitions [1] - Support from local governments and the national big fund will accelerate the integration of smaller firms by leading companies, promoting industry development [1] Group 3 - The EDA industry is expected to evolve towards forming 2-3 leading companies through mergers and integrations, with a long-term positive outlook on domestic substitution logic [1] - The semiconductor ETF tracks the China Semiconductor Index (990001), which focuses on listed companies in semiconductor materials, equipment design, manufacturing, packaging, and testing in the Chinese A-share market [1] - The index selects the top 50 companies based on average daily market capitalization, emphasizing small and medium-sized companies in the information technology sector to reflect the overall performance of semiconductor-related stocks [1]