半导体ETF(159813)盘中净申购5800万份，三星将 DDR5 合约定价推迟至 11 月中旬

Group 1 - Samsung Electronics has suspended DDR5 DRAM contract pricing for October, prompting SK Hynix and Micron to follow suit, leading to a supply chain "shortage" with a recovery in pricing expected to be delayed until mid-November [1] - The upstream manufacturers are only providing quotes to leading technology companies or first-tier cloud vendors in Q4, with DDR5 capacity almost entirely unavailable to other general customers, indicating that the storage market has "completely entered a seller's market" [1] - As a result, funds are flowing into the semiconductor sector, with the semiconductor ETF (159813) seeing a net subscription of 58 million shares during trading [1] Group 2 - Overseas cloud vendors are significantly supporting and investing in ASIC, which is expected to continue increasing market share in this field, with growth potentially exceeding the overall market [1] - Leading companies have a positive outlook on this market, suggesting attention to high-speed PCB, interconnects, and domestic custom chip IP suppliers that are likely to benefit from upstream storage control, inventory digestion, and improvements in industry supply-demand relationships [1] - As of November 3, 2025, the National Semiconductor Chip Index (980017) shows mixed performance among its constituent stocks, with Zhaoyi Innovation (603986) leading with a 3.71% increase, while Gekewei (688728) is the biggest loser [1] Group 3 - The semiconductor ETF (159813) closely tracks the National Semiconductor Chip Index, reflecting the market performance of listed companies related to the chip industry on the Shanghai and Shenzhen stock exchanges [2] - As of October 31, 2025, the top ten weighted stocks in the National Semiconductor Chip Index (980017) include Cambricon (688256), Haiguang Information (688041), and SMIC (688981), with these ten stocks accounting for 71.26% of the total index weight [2]