四季度企业级存储价格有望进一步上涨，芯片ETF龙头(159801)盘中最高涨近3%，规模创近1年新高

Core Insights - The storage chip sector in A-shares is experiencing a significant upward trend, with companies like Jiangbolong rising over 18% and others like Jucheng and Baiwei Storage increasing by more than 10% [1] - The semiconductor industry is leading the market, with several semiconductor-themed ETFs rising over 15% last week, indicating a new upward cycle in the storage chip market [1] - Major manufacturers are shifting production from DDR4 to DDR5 and HBM, leading to price increases for DRAM and NAND Flash, with expectations for further price hikes in Q4 [1] Industry Dynamics - AI hardware and terminal devices are seeing increased catalytic activity, with Alibaba Cloud making comprehensive advancements in computing power and application layers, which may accelerate the domestic AI hardware ecosystem [1] - In the semiconductor equipment sector, advancements are ongoing, with Zhongwei Company launching new equipment for plasma etching and atomic layer deposition, indicating a strong growth momentum driven by downstream expansion and domestic substitution [2] - The leading semiconductor ETF has reached a new high in scale at 4.707 billion, with significant net inflows over the past five trading days, indicating strong investor interest [2]