3月30日早盘，半导体设备板块大幅低开后持续收复失地，截至10:45，中证半导体材料设备主题指数下跌0.4%。中信证券研报称，SEMICON CHINA 2026展现了中国半导体产业从单点突破到全产业链崛起、从成熟制程到先进制程突破、从国内市场到全球市场拓展的三大趋势。随着国产半导体设备、零部件、材料全环节的逐步突破，先进制程产品批量落地，海外依赖度持续下降，本土企业成为产业增长核心动力。中证半导体材料设备主题指数聚焦半导体产业链上游核心环节，其中半导体设备行业占比63%，半导体材料行业占比24%，前十大权重股包括中微公司、北方华创、长川科技、拓荆科技等产业链龙头。投资者可借助半导体设备ETF易方达(159558，联接基金A/C：021893/021894)等产品便捷把握设备端国产化机遇。
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