存储芯片继续涨价！芯片ETF（159995）探底回升，兆易创新跌4%

Group 1 - The A-share market showed mixed performance on October 22, with the Shanghai Composite Index down by 0.11%, while sectors such as power generation equipment, leisure products, and soft drinks saw gains [1] - The chip sector experienced a rebound after hitting a low, with the chip ETF (159995) down by 0.62% as of 10:36 AM, and key component stocks like Silan Microelectronics, Huada Technology, and Zhaoyi Innovation declining by 4.56%, 4.51%, and 4.19% respectively [1] - Some individual stocks were active, with Cambrian rising by 1.17% and Haiguang Information increasing by 1% [1] Group 2 - Since September, major storage chip manufacturers have begun to raise prices, with Samsung Electronics planning to increase some DRAM prices by 15%-30% and NAND flash prices by 5%-10%; Micron has also raised prices by approximately 20% after resuming quotes, while SanDisk's NAND flash prices increased by 10% [3] - Xiangcai Securities indicated that the ongoing optimization of AI large models and the commercialization of diverse AI application terminals will continue to boost global computing power demand, driving long-term market demand for high-performance Ethernet switches, routers, advanced storage products, and GPUs [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambrian, Changdian Technology, and Northern Huachuang [3]