AI驱动半导体周期持续上行，半导体设备板块领涨，半导体设备ETF（159516）涨超2%，近20日净流入近77亿元

Core Insights - The semiconductor industry is experiencing a sustained upcycle driven by AI, with major domestic wafer fabs operating at full capacity and price increases observed in certain process nodes [1] - The explosive growth in demand for AI servers has led to a severe shortage of testing and packaging capacity, prompting packaging manufacturers to raise prices [1] - Due to rising upstream costs, multiple companies in the supply chain have begun issuing price increase notices, with Intel and AMD having sold most of their server CPU capacity for 2026 and planning to raise CPU prices this quarter [1] - The semiconductor industry is currently in an upcycle, with price increases spreading from memory to all segments of the supply chain, making AI a crucial driver for growth in the semiconductor sector [1] Industry Overview - The Semiconductor Equipment ETF (159516) tracks the Semiconductor Materials and Equipment Index (931743), focusing on the materials and equipment sectors within the semiconductor supply chain [1] - This index selects publicly traded companies involved in semiconductor material production, processing, and related equipment manufacturing, reflecting the overall performance of key upstream segments in the semiconductor industry [1] - The materials and equipment sector is characterized by high technical barriers and growth potential, making it an important reference for technology investments [1]