智通财经网·2025-10-02 02:28Group 1 - Semiconductor stocks continue to rise, with notable increases in companies such as SMIC (up 8.61% to HKD 86.4), Hongguang Semiconductor (up 4.76% to HKD 0.66), Shanghai Fudan (up 4.57% to HKD 47.6), and Huahong Semiconductor (up 3.75% to HKD 83) [1] - DeepSeek and Zhipu have launched new generation large models compatible with domestic chips, with DeepSeek-V3.2-Exp model released on September 29, and several chip manufacturers including Huawei Ascend, Cambricon, and Haiguang Information announcing successful adaptations [1] - Huawei Ascend has achieved 0-day support based on vLLM/SGLang inference frameworks and has open-sourced all inference code and operator implementations [1] Group 2 - Micron has notified channels of an impending price increase of 20%-30% for storage products, having paused NAND flash and DRAM pricing for a week, with predictions of NAND flash prices potentially rising by up to 30% [2] - Following the price increase of DDR4, storage prices continue to rise, indicating a new cycle for storage chips [2] - The domestic AI chip era is emerging, with a complete industry chain from advanced processes to packaging, and major companies like ByteDance, Alibaba, and Tencent achieving accelerated model upgrades [2]