Group 1 - The software ETF (515230) has seen a net inflow of over 2.7 billion yuan in the past 20 days, indicating strong investor interest in the software sector [1] - The semiconductor testing equipment industry is experiencing a cyclical recovery and structural upgrade, driven by three key factors: AI computing power, advanced packaging, and automotive electronics [1] - The complexity of AI computing chips has led to a significant increase in testing vector depth, resulting in a substantial extension of single-chip testing time and increased demand for testing machines [1] Group 2 - The automotive electronic chip quantity has doubled, with stringent AEC-Q100 standards amplifying the demand for thermal cycling testing equipment [1] - Advanced packaging has made KGD testing a necessity, leading to a shift in testing nodes, while heterogeneous integration is driving the demand for system-level testing [1] - Testing equipment plays a crucial role throughout the manufacturing process, significantly impacting production efficiency and product yield [1]
软件ETF（515230）近20日资金净流入超27亿元，汽车电子芯片数量翻倍增长
Mei Ri Jing Ji Xin Wen·2026-01-16 02:58