机构看好半导体设备国产化率提升，半导体材料ETF（562590）涨2.56%

Core Viewpoint - The semiconductor sector is experiencing a significant supply-demand imbalance, driven by increased storage demand from AI server construction, leading to price increases for storage chips [1] Semiconductor Sector Summary - The semiconductor materials ETF (562590) rose by 2.56% as of 9:45 AM, with notable gains in component stocks such as Zhongwei Company (up 3.84%), Huahai Qingke (up 3.59%), and Hushi Silicon Industry (up 1.93%) [1] - The storage chip sector is witnessing a rare supply-demand situation, with major manufacturers like Micron, Samsung, and SK Hynix reallocating production capacity to high-end product lines such as DDR5 and HBM, resulting in shortages of traditional storage products [1] - In October 2025, the global storage chip market is expected to continue rising, with Samsung and SK Hynix announcing a maximum 30% increase in DRAM contract prices and a 5% to 10% increase in NAND flash contract prices for the fourth quarter [1] Market Outlook - Dongwu Securities indicates that AI-driven demand is surging, with high-performance storage (like HBM and DDR5) experiencing increased demand, which is squeezing traditional DRAM capacity and leading to tight supply for DDR4 and other products [1] - The DRAM inventory cycle is projected to decrease from 31 weeks in 2023 to 8 weeks by October 2025, as manufacturers reduce DDR4 production in favor of more profitable HBM and DDR5 products [1] - Two major storage fabs are accelerating new capacity expansion, and there is optimism regarding the increase in domestic equipment localization rates [1]