科创半导体ETF鹏华(589020)涨近2%，国内政策、资本、需求合力，国产设备订单有望加速

Group 1 - TSMC expects capital expenditures to reach up to $56 billion in 2026, a 37% year-on-year increase, with 70%-80% allocated to advanced processes to support AI demand [1] - The increase in TSMC's capex exceeds expectations, confirming the resilience of semiconductor equipment demand driven by AI, which boosts the global semiconductor front-end and back-end testing equipment markets [1] - Domestic policies, capital, and demand are expected to accelerate orders for domestic semiconductor equipment, with recent catalysts in the semiconductor equipment industry including increased funding for SMIC and the release of Changxin Storage's prospectus [1] Group 2 - The STAR Market Semiconductor Materials and Equipment Theme Index (950125) rose by 2.13%, with component stocks like Tianyue Advanced up 10.35% and Shanghai Hejing up 7.75% [1] - The Penghua STAR Market Semiconductor ETF closely tracks the STAR Market Semiconductor Materials and Equipment Theme Index, which reflects the overall performance of listed companies in the semiconductor materials and equipment sectors [2] - As of December 31, 2025, the top ten weighted stocks in the STAR Market Semiconductor Materials and Equipment Theme Index account for 74.05% of the index, including companies like Tuojing Technology and Huahai Qingke [2]