Core Insights - The semiconductor materials and equipment theme index on the STAR Market has seen a strong increase of 2.97%, with notable gains in constituent stocks such as Jingyi Equipment (up 11.93%) and Tuojing Technology (up 6.35%) [1] - The STAR Semiconductor ETF (588170) has also risen by 2.90%, with an active trading volume of 3.43 billion yuan and a turnover rate of 10.13% [1] - Over the past three months, the STAR Semiconductor ETF has experienced a significant growth of 28.90 billion yuan in scale [2] Industry Developments - Eight Yi Space has successfully built the first domestic 100-ton level semiconductor KrF photoresist resin production line, with plans to gradually expand production capacity to 200-300 tons annually over the next two to three years [2] - The storage industry has entered an accelerated upward cycle since Q3 2025, driven by explosive demand from the AI era, leading to a sustained increase in prices and profitability for overseas storage manufacturers [2] - Domestic storage module companies are quickly turning profitable, with expectations of accelerated profit release in the second half of 2025, benefiting from the rising prices in the storage market [2] ETF Information - The STAR Semiconductor ETF (588170) and its linked funds track the STAR Market semiconductor materials and equipment theme index, focusing on semiconductor equipment (61%) and materials (23%) [3] - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor sector, with a similar focus on equipment and materials [3]