半导体设备ETF（159516）涨超1.1%，行业需求复苏与存储涨价受关注

Group 1 - The core viewpoint of the article highlights the continuous rise in storage prices, 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 large technology companies building computational infrastructure in the AI era, indicating strong sustainability in demand [1] - The significant increase in storage prices is putting pressure on the consumer electronics sector, with TrendForce predicting a 5%-7% rise in overall smartphone costs next year, and the cost share of notebook storage exceeding 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 production, 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 foundational support segments of the semiconductor industry [1]