The Semiconductor Equipment ETF (159516) tracks the CSI Semiconductor Materials and Equipment Theme Index, focusing on the most challenging equipment and materials field in the upstream of the semiconductor industry. With greater flexibility, it is expected to benefit more from independent controllability and industry cycle reversal.

    Open Source Securities stated that they are optimistic about the main line of technological growth, with a focus on the introduction of technology support policies and fiscal increment policies for the low domestication rate semiconductor equipment sector, including quantity testing, as well as the requirement for independent and controllable supply chains, to jointly promote the technology growth sector to become the main line of the market.

    SEMI predicts that by 2027, China will maintain its position as the world's top spender on 300mm equipment, with investments exceeding $100 billion over the next three years. This provides strong fundamental support for the semiconductor equipment sector, which is a label of technological growth.

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