Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index fell by 2.93% as of October 14, with mixed performance among constituent stocks [1] - The Sci-Tech Semiconductor ETF (588170) decreased by 3.27%, with a latest price of 1.51 yuan, and recorded an active trading volume with a turnover rate of 17.13% [1] - The latest scale of the Sci-Tech Semiconductor ETF reached 30.41 billion yuan, marking a new high since its establishment, with a total of 19.55 billion shares [1] Group 2 - Tianyue Advanced, the first A+H listed company in the silicon carbide substrate field, held a performance briefing discussing 12-inch capacity planning and collaboration with Nvidia [2] - The company has launched a full range of 12-inch silicon carbide products and is actively engaging with major global customers, securing multiple orders [2] - CITIC Securities projects that domestic wafer fabs' global market share could increase from 10% to 30%, indicating significant expansion potential [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment index, focusing on companies in semiconductor equipment (59%) and materials (25%) [3] - The semiconductor equipment and materials sector is crucial for domestic substitution, benefiting from low domestic substitution rates and high ceilings for domestic replacement [3]