机构看好存储控制器市场！科创50ETF（588000）成交额超28亿

Group 1 - The A-share market continues to show a downward trend, with the Sci-Tech 50 ETF experiencing a maximum decline of 0.61% and a trading volume exceeding 2.8 billion yuan, ranking first among similar products [1] - TSMC plans to implement annual price increases of approximately 3%-5% for advanced processes from 2026 to 2029, reflecting strong demand for AI and high-performance computing chips [1] - TSMC's gross margin is expected to reach 59%-61% in Q4, indicating sustained industry prosperity and reinforcing its leading position in the global semiconductor manufacturing sector [1] Group 2 - The storage controller market is projected to grow at a compound annual growth rate of 14.4% from 2025 to 2032, with the market size expected to exceed 66.1 billion USD by 2032 [2] - Investment focus areas include high-end PCIe 5.0 controllers driven by AI and cloud computing, as well as automotive electronics and industrial IoT opportunities [2] - The Sci-Tech 50 ETF tracks the Sci-Tech 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, aligning well with the development of AI and robotics [2]