Core Insights - The semiconductor equipment ETF (159516) reached a historical high of 1.503, leading with over 6% increase and a net inflow exceeding 2 billion shares, with a total scale of over 4.6 billion, ranking first among similar products [1] - The ongoing US-China semiconductor competition has prompted China to initiate anti-dumping investigations on imported simulation chips from the US, which is catalyzing the development of domestic semiconductors [1] - Domestic computing power is experiencing changes from both supply and demand sides, with companies like Huawei's Ascend continuously iterating their domestic computing chips, providing support for the domestic AI industry [1] - Major domestic internet companies are gradually adapting to domestic chips, which is expected to sustain capital expenditure growth, thereby supporting the domestic computing power industry [1] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index, focusing on the upstream materials and equipment sectors of the semiconductor industry, reflecting the overall performance of key enterprises in this sector [1] Industry Overview - The semiconductor materials and equipment index (931743) selects listed companies involved in semiconductor material supply and equipment manufacturing, serving as an important reference for investors to grasp opportunities in the semiconductor industry [1] - The ETF's scale as of September 23, 2025, is 46.43 billion, ranking first among six similar products [2]

Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of 38 million units, indicating strong demand for semiconductor equipment assets [1] - The semiconductor industry is experiencing growth driven by new technologies such as AI, with increasing penetration and demand in automotive electronics, new energy, IoT, big data, and artificial intelligence [1] - The ongoing push for domestic production in China highlights the importance of supply chain security and self-sufficiency in the semiconductor sector, with government support in industrial policy, taxation, and talent development [1] Group 2 - The semiconductor materials and equipment index (931743) tracked by the semiconductor equipment ETF focuses on upstream materials and equipment in the semiconductor industry, selecting listed companies involved in semiconductor material R&D, precision processing, and equipment manufacturing [2] - The index constituents exhibit significant technological barriers and characteristics of industrial upgrading, reflecting the overall performance and growth potential of the semiconductor industry's upstream technology innovation [2] - As of August 25, 2025, the scale of the semiconductor equipment ETF is 3.35 billion, ranking first among six similar products [2]