Group 1 - The storage chip market is experiencing a turning point, with prices of niche storage products rising across the board in Q3 [1] - DDR4 prices have surpassed DDR5, accelerating the iteration cycle of storage technology, giving manufacturers with proprietary technology pricing power [1] - CITIC Securities predicts a comprehensive price increase for mainstream and niche storage products in Q3 2025, supported by the traditional peak season for consumer products [1] Group 2 - The STAR Chip ETF Index closely tracks the Shanghai STAR Chip Index, which selects securities related to semiconductor materials, equipment, design, manufacturing, packaging, and testing from STAR Market listed companies [2] - As of July 31, 2025, the top ten weighted stocks in the STAR Chip Index account for 57.59% of the index, including companies like Cambricon, SMIC, and Haiguang Information [2]
存储芯片市场迎来拐点，科创芯片ETF指数(588920)交投活跃
Xin Lang Cai Jing·2025-08-05 03:29