半导体设备板块小幅回调，半导体设备ETF（159516）跌超0.5%， DDR4 颗粒价格持续上行

Group 1 - The price of DDR4 memory chips has increased by over 50% in the past two weeks due to production halts from original manufacturers, with DDR4 4Gb eTT and DDR4 8Gb 3200 quoted at $0.70 and $2.00 respectively, reflecting weekly increases of 27.27% and 25% [1] - The price increase has also affected memory modules, with DDR4 SODIMM 4GB/8GB/16GB priced at $11/$18/$30, showing weekly increases of 10%, 12.5%, and 11.11% respectively; server DDR4 RDIMM 16/32/64GB priced at $55/$90/$180, with weekly increases of 10%, 12.5%, and 16.13% [1] - The rise of domestic AI large model technologies, represented by Deepseek, is driving demand for edge AI computing power, leading to steady growth in the market for high-performance Ethernet switches, advanced storage products, GPUs, and edge computing chips [1] Group 2 - The semiconductor equipment ETF (code: 159516) tracks the semiconductor materials and equipment index (code: 931743), which includes publicly listed companies in the semiconductor materials and equipment manufacturing sector, reflecting the overall performance of the industry [2] - The index constituents are characterized by high growth potential and significant technological barriers, with a focus on upstream segments of the semiconductor supply chain, including wafer manufacturing equipment, testing equipment, and photolithography materials [2] - Investors without stock accounts can consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF linked A (019632) and linked C (019633) [2]