Core Insights - Rapid growth in AI inference demand is significantly increasing the usage of server storage chips, leading to higher prices for server storage and a corresponding rise in storage prices for mobile and PC devices in Q4 [1] - Factors such as recovery in downstream demand, reduction in consumer inventory levels, and the launch of new products are driving storage prices higher, potentially leading to a "super cycle" for storage chips [1] Industry Overview - The CFM flash memory market indicates that the demand for storage chips is on the rise due to AI applications, which is expected to impact pricing across various consumer electronics [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which includes 50 representative securities from the semiconductor industry, reflecting the overall performance and development trends of listed companies in this sector [1]
20cm速递丨科创芯片ETF国泰（589100）涨超2%，存储芯片可能进入“超级周期”
Mei Ri Jing Ji Xin Wen·2025-10-27 08:35