Group 1 - The core viewpoint indicates that the semiconductor industry has maintained a good growth rate over the past five years, with total operating revenue expected to reach 917.5 billion yuan by 2025, representing a 9% year-on-year growth and a total growth of 100% over five years [1] - Net profit for A-share semiconductor listed companies is projected to reach 51.3 billion yuan by 2025, also showing a 9% year-on-year growth and a total growth of 45% over the past five years [1] - The next three years will see "advanced process expansion" as a key focus for self-sufficiency, with significant advancements in domestic equipment and processes [1] Group 2 - The AI wave is expected to drive a surge in computing power demand, significantly increasing the value in segments such as servers, AI chips, optical chips, storage, and PCB boards [1] - The importance of advanced packaging technologies like CoWoS and HBM is highlighted in relation to the AI industry trend [1] - The semiconductor ETF tracks the China Semiconductor Chip (RMB) Index, which includes representative A-share listed companies across the entire semiconductor industry chain, reflecting the overall performance and growth potential of the sector [1]