According to statistics from Zhongyuan Securities, global semiconductor sales in May 2025 increased by 19.8% year-on-year, achieving year-on-year growth for 19 consecutive months and a month on month growth of 3.5%; According to the latest forecast from WSTS, it is expected that global semiconductor sales will increase by 11.2% year-on-year in 2025.

Public information shows that the Sci Tech Innovation Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci Tech Innovation Board Semiconductor Materials and Equipment Theme Index, including hard tech companies in the semiconductor equipment and semiconductor materials sub sectors of the Sci Tech Innovation Board. The semiconductor equipment and materials industry is an important field for domestic substitution, with low domestication rate and high ceiling for domestic substitution. It benefits from the expansion of semiconductor demand under the artificial intelligence revolution, the wave of technological restructuring and mergers and acquisitions, and the progress of lithography machine technology.

National Business Daily