存储产业新一轮缺货潮愈演愈烈，科创半导体ETF（588170）盘中交易活跃！

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board semiconductor materials and equipment theme index decreased by 2.63% as of October 10, 2025, with mixed performance among constituent stocks [1] - Huahai Chengke led the gains with an increase of 3.81%, while SMIC experienced the largest decline at 6.95% [1] - The Sci-Tech Semiconductor ETF (588170) fell by 2.82%, with a latest price of 1.52 yuan, and recorded a turnover rate of 19.03% with a transaction volume of 524 million yuan, indicating active market trading [1] Group 2 - A new wave of shortages in the storage industry is intensifying, with DDR4 DRAM prices rising over 12% and DDR5 16Gb prices increasing by 8.5% in the past week [2] - Major storage module manufacturers like Adata and Team Group have decided to suspend pricing to wait for clearer price trends after the holiday [2] - The packaging and testing industry in China is rapidly developing, with advanced packaging becoming a key path for performance enhancement driven by emerging applications like AI and HPC [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment theme index, focusing on semiconductor equipment (59%) and materials (25%) [3] - The semiconductor equipment and materials industry is a significant area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution and technological advancements [3]