Group 1 - The semiconductor industry is experiencing growth driven by the penetration and demand increase of new technologies and products in sectors such as automotive electronics, new energy, IoT, big data, and artificial intelligence [1] - The push for domestic production continues, with the US-China trade friction highlighting the importance of supply chain security and self-sufficiency in semiconductors, leading to increased government support for local semiconductor manufacturing through policies, tax incentives, and talent development [1] - The supply of domestic chips is expected to improve significantly as downstream supply eases, with the recent release of DeepSeek-V3.1 compatible with the upcoming generation of domestic chips further promoting industry chain development [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream sectors of the semiconductor industry and selecting listed companies involved in the research, production, and manufacturing of key materials and core equipment for wafer manufacturing and packaging testing [1] - The index components mainly include technology-intensive and capital-intensive enterprises, with an overall focus on growth and innovation [1]