半导体设备ETF（159516）涨超2.7%，行业需求复苏与存储涨价成焦点

Core Viewpoint - The continuous rise in storage prices is primarily driven by the demand from large tech companies for computing power infrastructure in the AI era, with price increases for general DRAM in Q4 2025 adjusted from 8-13% to 18-23% [1] Group 1: Storage Price Impact - The increase in storage prices is expected to pressure the consumer electronics sector, with anticipated overall smartphone costs rising by 5-7% and the cost of notebook storage exceeding 20% of total costs [1] - The expansion of storage manufacturers is showing structural differentiation, with Samsung and SK Hynix accelerating the construction of 1c DRAM capacity, potentially leading to tighter supply-demand conditions for consumer-grade storage [1] Group 2: Opportunities for Domestic Manufacturers - The rise in storage prices creates 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 key upstream materials and equipment in the semiconductor industry, reflecting the overall performance of this high-tech barrier segment [1]