Group 1 - The semiconductor equipment ETF (159516) has seen a significant inflow of 135 million shares, with a net inflow of 68 million shares, indicating strong capital interest in semiconductor equipment assets [1] - According to Huatai Securities, the global semiconductor industry is expected to grow from $631 billion in 2024 to over $1 trillion by 2030, with a CAGR of approximately 8%. AI and HPC are projected to be the core drivers, increasing their share from 35% in 2025 to 48% in 2030 [1] - SEMI forecasts a 10% year-on-year increase in global WFE capital expenditure in 2026, accelerating from 6% in 2025, reflecting strong growth in advanced process logic and memory capital expenditures driven by AI [1] Group 2 - The semiconductor equipment industry is anticipated to reach a turning point in 2026, with advanced packaging equipment expected to reach a scale of $6.3 billion [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which selects listed companies involved in semiconductor material research, production, and equipment manufacturing to reflect the overall performance of related securities in the upstream semiconductor industry [1] - The index focuses on high-tech and high-growth potential materials and equipment sectors within the semiconductor industry, effectively representing the development trends and market dynamics of this sub-sector [1]