半导体板块领涨，科创芯片ETF易方达（589130）、科创芯片设计ETF易方达（589030）标的指数均涨超2%

Group 1 - The semiconductor sector is experiencing a recovery after two days of significant market pullback, with the Sci-Tech Chip Index rising by 2.0% and the Chip Design Index increasing by 2.4% [1] - Notable stock performances include Huafeng Measurement Control rising over 8%, and Zhongwei Semiconductor increasing by over 12% [1] - TSMC's 2nm production capacity has been fully booked by major global tech companies, with AMD planning to produce 2nm CPUs starting in 2026, and Google and AWS expected to adopt this technology in Q3 and Q4 of 2027 respectively [1] Group 2 - China Galaxy Securities indicates that leading internet companies are maintaining high investments in AI, driving a new semiconductor cycle, while rising prices of raw materials like copper and gold are causing "semiconductor inflation" [1] - The Shanghai Sci-Tech Chip Index covers various segments of the semiconductor industry, with digital chip design and semiconductor equipment accounting for approximately 65% of the index [1] - The Shanghai Sci-Tech Chip Design Theme Index focuses on the chip design sector, with digital chip design making up over 75% and analog chip design around 20% [1] Group 3 - The E Fund Sci-Tech Chip ETF (589130) and E Fund Sci-Tech Chip Design ETF (589030) are tracking the aforementioned indices and have seen continuous net inflows, providing investors with convenient tools to capitalize on domestic AI chip development opportunities [2]