Self-controllable consensus is gradually emerging, and the urgency of domestic semiconductor substitution is imminent

The semiconductor industry is showing a good development trend, with global and Chinese semiconductor sales increasing year-on-year for 8 consecutive months. In recent years, restrictions on China's advanced semiconductor core components have deepened, accelerating the demand for domestic substitution. Huafu Securities stated that the domestic wafer carrier market started late, with a huge market gap, and speeding up domestic substitution is imperative. The Semiconductor Equipment ETF (561980) is a passive index fund that tracks the CSI Semiconductor Index, which mainly focuses on upstream companies in the semiconductor equipment and materials industry chain. The development of the semiconductor industry has received high attention from the capital market and support from national policies