半导体设备ETF（159516）连续20日资金净流入超83亿元，电子行业需求持续复苏

Group 1 - TSMC is expected to achieve record growth in 2025 driven by AI and advanced process technologies, with capital expenditures significantly increased to $52-56 billion in 2026, exceeding market expectations to accelerate advanced process capacity construction [1] - The global smartphone market is projected to show resilience amidst multiple challenges, with total shipments reaching 1.26 billion units in 2025, reflecting a year-on-year growth of 1.9%, primarily driven by strong performance in high-end and foldable models, as well as consumers upgrading in anticipation of price increases [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on companies in the semiconductor supply chain, including manufacturing, processing, and testing, reflecting the overall performance of listed companies in the semiconductor materials and equipment sector [1]