Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index decreased by 1.28% as of November 3, 2025, with mixed performance among constituent stocks [1] - New Yichang led the gains with an increase of 7.31%, while Huafeng Measurement Control fell by 5.78% [1] - The Sci-Tech Semiconductor ETF (588170) dropped by 1.56%, with a latest price of 1.39 yuan, and recorded an active trading volume with a turnover rate of 11.93% [1] Group 2 - Samsung Electronics has suspended the October DDR5 DRAM contract pricing, prompting other manufacturers like SK Hynix and Micron to follow suit, leading to a supply chain shortage [2] - TrendForce reports that the contract prices for Server DRAM are expected to rise due to increased demand from global cloud suppliers, with the forecasted price increase for Conventional DRAM adjusted from 8%-13% to 18%-23% [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 (61%) and materials (23%) [3] - The semiconductor equipment and materials industry is crucial for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic alternatives, driven by the AI revolution and technological advancements [3]
三大存储原厂暂停DDR5报价 科创半导体ETF（588170）越跌越买
Mei Ri Jing Ji Xin Wen·2025-11-03 07:23