半导体设备ETF（159516）盘中涨超4%，行业需求回暖与AI算力升级成焦点

Group 1 - The AI wave is driving a surge in computing power demand, significantly enhancing the value in sectors such as servers, AI chips, optical chips, storage, and PCBs [1] - NVIDIA's Rubin platform AI chip mass production is expected to lead to exponential increases in computing speed at lower costs [1] - The potential for edge AI is substantial, with headphones and glasses likely to become important carriers for AI agents [1] Group 2 - Storage prices have bottomed out and are beginning to recover, with the packaging and testing sector's utilization rates gradually improving [1] - TSMC's fourth-quarter revenue exceeded expectations, benefiting from a surge in AI application demand; the next three years will focus on "advanced process expansion" as a key strategy [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), reflecting the overall performance of listed companies involved in semiconductor materials R&D, production, and sales [1]