存储供应链或存 “断粮”危机？芯片景气上行，半导体设备ETF(159516)领涨超2%

Group 1 - Samsung has taken the lead by suspending the October DDR5 DRAM contract pricing, prompting SK Hynix and Micron to follow suit, indicating a continued upward trend in chip market conditions [1][3] - The suspension of contract pricing is expected to lead to further increases in DDR5 spot prices, which have surged by 25% within a week due to supply constraints [3] - The storage supply chain may face a "food shortage" crisis, with expectations that contract pricing will not be restored until mid-November, despite prior predictions for resolution by the end of October [3] Group 2 - The semiconductor equipment ETF (159516) has seen a significant increase, with a year-to-date growth of over 200%, currently exceeding 7 billion yuan, making it the largest in its category [1][6] - The "14th Five-Year Plan" emphasizes technological self-reliance, positioning the domestic computing power sector as a market focus, while also supporting the storage cycle and innovation in consumer electronics driven by AI [4][5] - The semiconductor equipment sector is identified as a critical area for investment, with the ETF tracking the progress of semiconductor materials and equipment, highlighting potential opportunities for investors [7]