存储涨价+AI需求+国产替代提振半导体基本面！半导体材料 ETF 近1年涨超15%

Group 1 - The semiconductor materials and equipment theme index (931743) experienced a slight decline of 0.09% as of June 16, 2025, with mixed performance among constituent stocks, where ShenGong Co. led with a rise of 1.67% and Anji Technology fell by 4.45% [1] - The semiconductor materials ETF (562590) saw a minor increase of 0.10%, with a recent price of 1.04 yuan, and has accumulated a rise of 15.24% over the past year [1] - The storage industry is experiencing a shift from a price decline to a tight market due to expectations of DDR4 production cuts or halts from domestic and foreign manufacturers, leading to price increases and shortages in DDR4 products [1][2] Group 2 - TrendForce reported that demand for standard servers from cloud service providers remains robust, with additional orders for storage servers driven by AI applications, resulting in price increases for server and PC DDR4 by 18%-23% and 13%-18% respectively in Q2 [2] - The semiconductor market is expected to benefit from strong AI demand, rising storage prices, and opportunities for domestic replacements, with a recovery in the storage market noted since late March 2025 [2] - The semiconductor materials ETF (562590) closely tracks the semiconductor materials and equipment theme index, selecting 40 related listed companies, indicating potential growth in demand for semiconductor materials and equipment as the AI hardware market develops [3]