芯片ETF（512760）涨超2.6%，算力需求或推动产业链价值重估

Group 1 - The AI wave is driving a surge in demand for computing power, significantly increasing the value in sectors such as servers, AI chips, optical chips, storage, and PCB boards [1] - Micron Technology anticipates that the DRAM market will remain extremely tight until 2026, with supply-demand imbalance worsening; the wafer demand for high bandwidth memory (HBM) required for AI applications is approximately three times that of standard DRAM [1] - The rising costs of new factory construction and extended production cycles are exacerbating supply tightness in the semiconductor industry [1] Group 2 - Lam Research is assisting clients in addressing the challenges of semiconductor manufacturing transformation driven by AI, with "advanced process expansion" becoming a key focus over the next three years [1] - CoWoS and HBM are positioned to capitalize on AI industry trends, highlighting the growing importance of advanced packaging [1] - The Chip ETF (512760) tracks the China Semiconductor Index (990001), which focuses on the core semiconductor industry chain in China, selecting listed companies involved in semiconductor materials, equipment, and end applications [1]