（文章来源：每日经济新闻） 半导体设备ETF（159516）跟踪的是半导体材料设备指数（931743），该指数聚焦于半导体产业链上 游，从市场中选取涉及半导体硅片、光刻胶等关键材料以及蚀刻、沉积等核心设备制造领域的上市公司 证券作为指数样本，以全面反映半导体材料与设备相关行业的整体发展状况和市场表现。 资金面看，半导体设备ETF（159516）近20日净流入超33亿元，行业壁垒与增长潜力受关注。 广发证券指出，EDA行业是一门优质生意，其作为半导体产业链不可或缺的存在性工具，具备高壁垒 和抗周期性。行业壁垒主要体现在高强度的研发投入及上下游生态协作，商业模式以授权制为主，客户 黏性强、替代成本高，盈利质量较高。全球EDA市场规模从2018年不足100亿美元增长至目前150亿美 元以上，年均复合增速维持高个位数；国内EDA市场增长更为迅速，预计2025年规模近200亿元，年均 复合增速双位数以上。芯片复杂度提升、先进制程演进及定制ASIC市场扩张构成行业需求增长的三大 核心驱动。从格局看，EDA行业高度集中，三大国际巨头已实现全领域覆盖，国产厂商以点工具突破 为主，正逐步迈入能力整合与平台化阶段，未来行业并购将 ...

Group 1 - The AI wave is driving a surge in demand for computing power, significantly increasing the value in sectors such as servers, AI chips, optical chips, storage, and PCB boards [1] - By Q3 2025, the total import value of front-end manufacturing equipment is expected to grow by 15.28% year-on-year and 33.15% quarter-on-quarter, reaching a historical high [1] - Domestic equipment is making continuous progress in advanced process breakthroughs and validations [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] - This index selects listed companies involved in the supply of key materials and manufacturing of core equipment for semiconductor production, serving as an important reference for observing the development of the semiconductor industry's upstream [1] - The index is characterized by high technological content and growth potential, making it a significant indicator for the performance of upstream semiconductor enterprises [1]

Core Viewpoint - Guosen Securities maintains a positive outlook on the self-sufficiency of semiconductor equipment and materials [1] Group 1: Industry Overview - The Semiconductor Equipment ETF (159516) tracks the Semiconductor Materials and Equipment Index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] - This index selects listed companies involved in semiconductor material supply and equipment manufacturing, reflecting the overall performance of key enterprises in the semiconductor industry [1] - The index covers segments with high technical barriers and growth characteristics, serving as an important reference for investors to grasp opportunities in the semiconductor industry [1] Group 2: Market Data - As of October 13, 2025, the scale of the Semiconductor Equipment ETF is 9.068 billion, ranking first among six similar products [1]