半导体设备ETF（159516）盘中上涨1.0%，半导体设备厂商有望受益

Group 1 - The core viewpoint is that storage prices are continuously rising, with TrendForce adjusting the price increase forecast for general DRAM in Q4 2025 from 8%-13% to 18%-23% [1] - The demand for storage chips is primarily driven by the infrastructure construction of large technology companies in the AI era, indicating strong sustainability [1] - The significant increase in storage prices may exert pressure on the consumer electronics sector, with TrendForce predicting a further 5%-7% increase in smartphone costs next year and an expansion of storage costs in laptops to over 20% [1] Group 2 - There is a differentiation in the expansion structure of storage manufacturers, with Samsung and SK Hynix accelerating the construction of 1c DRAM capacity, potentially leading to tighter supply and demand for consumer-grade storage [1] - The rise in storage prices provides a favorable environment for domestic storage manufacturers to expand, benefiting both original manufacturers and related semiconductor equipment suppliers [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry, reflecting the overall performance of the core foundational segments of the semiconductor industry [1]