信创ETF（159537）大涨超4%，半导体产业龙头建厂扩产需求明确

Group 1 - The core viewpoint of the article highlights a significant increase in the semiconductor industry, driven by clear expansion demands from leading companies, as evidenced by TSMC's capital expenditure plan for fiscal year 2026, which is projected to be between $52 billion and $56 billion, representing a year-on-year increase of 27% to 37% compared to fiscal year 2025 [1] - The demand for advanced processes and memory chips is outpacing supply, leading to a robust need for cleanroom construction and expansion within the semiconductor sector, which is expected to positively impact order volumes and profit margins [1] - The 信创 ETF (159537) tracks the CN5075 index, focusing on information technology innovation, with a significant portion of its components in the semiconductor sector, followed by software development and computer equipment, reflecting a growth-oriented investment style [1]