半导体设备走强，半导体设备ETF、半导体设备ETF易方达、半导体材料ETF涨超2%

Group 1: Semiconductor Equipment Market Performance - Semiconductor equipment stocks have shown strong performance, with North China Huachuang rising over 6% and Zhongwei Company increasing over 4%, leading to a rise of over 2% in various semiconductor equipment ETFs [1] - The Semiconductor Equipment ETF has a year-to-date increase of 54.95%, while other ETFs like the E Fund Semiconductor Equipment ETF and the Semiconductor Industry ETF have also shown significant gains [2] Group 2: Samsung's Strategic Moves - Samsung Electronics has reportedly increased the contract prices of certain server memory chips by up to 60% due to a supply shortage driven by the global AI data center construction boom [3] - Samsung Group plans to invest a total of 450 trillion KRW in South Korea over the next five years, including expanding semiconductor investments and establishing new production lines focused on AI data centers [4] Group 3: Semiconductor Industry Outlook - According to a report, the global semiconductor equipment market is expected to exceed 100 billion USD, with the etching equipment market projected to reach 25.61 billion USD by 2024, driven by advancements in AI, 5G, and 3D NAND technologies [5] - The semiconductor industry is experiencing structural opportunities characterized by capacity expansion and supply chain security, with a focus on high-value segments and domestic substitution [6]