SMIC(SH:688981) Xin Lang Cai Jing·2025-11-18 02:42Group 1 - The core viewpoint of the articles highlights the strong performance of the semiconductor sector, driven by rising demand for AI servers and a structural shortage in memory chips, particularly DDR4, which may persist until 2027 [1] - The National Semiconductor Chip Index (980017) saw an increase of 0.97% as of November 18, 2025, with notable gains from component stocks such as Northern Huachuang (5.32%) and Zhongwei Company (3.04%) [1] - SMIC reported a capacity utilization rate of 95.8% in Q3, indicating high demand and a supply-demand imbalance in the industry [1] Group 2 - The top ten weighted stocks in the National Semiconductor Chip Index (980017) as of October 31, 2025, include Cambricon (688256) and SMIC (688981), collectively accounting for 71.26% of the index [2] - The semiconductor ETF (159813) closely tracks the National Semiconductor Chip Index, providing a tool for index-based investment in the semiconductor sector [2][3]