Core Insights - The semiconductor ETF Tianhong (159310) saw a trading volume of 14.87 million yuan, with the index tracking the semiconductor industry rising over 2% [1] - The Tianhong semiconductor ETF has experienced a significant growth of 17.05 million yuan over the past two weeks [1] - The Tianhong Sci-Tech Index ETF (589860) had a turnover rate of 7.56% and a trading volume of 23.45 million yuan, with the index rising by 1.49% [1][2] Product Highlights - The Tianhong semiconductor ETF (159310) tracks the CSI Semiconductor Industry Index, reflecting the overall performance of listed companies in the semiconductor sector [1] - The Tianhong Sci-Tech Index ETF (589860) covers 97% of the market capitalization of the Sci-Tech Board, providing a balanced industry distribution to adapt to rapid market changes [2] Key Events - AMD CEO Lisa Su stated that global computing power needs to increase by 100 times in the next five years to meet AI development demands, with a projected leap from Zetta to 10 YottaFLOPS [3] - AMD's next-generation AI chip MI455 GPU will utilize 2nm and 3nm processes, aiming for a 1000-fold increase in AI performance over four years [4] - Intel launched its first mass-produced 2nm client chip, the Core Ultra Series 3, with a performance increase of up to 60% compared to the previous generation [5] Institutional Views - According to Zhongyin Securities, the global semiconductor materials market is expected to exceed $87 billion by 2029, with domestic companies accelerating capacity and technology development in key areas [6]