半导体芯片板块全线走强，关注半导体设备ETF易方达（159558）、芯片ETF易方达（516350）等投资价值

Core Viewpoint - The semiconductor chip sector is experiencing a strong rally, with significant gains in various companies and indices, driven by supply shortages and increasing demand in the context of AI and domestic production needs [1][2]. Group 1: Market Performance - The semiconductor chip sector saw a broad increase, with Beijing Junzheng hitting a 20% limit up, and Huazhong Microelectronics rising over 9%, while Huahai Chengke and Jingrui Electric Materials both increased by over 7% [1]. - The CSI Chip Industry Index rose by 2.0%, the CSI Cloud Computing and Big Data Theme Index increased by 1.8%, and the CSI Semiconductor Materials and Equipment Theme Index went up by 1.6% [1][3]. Group 2: Supply Chain and Pricing - Dell Technologies indicated that there is a current shortage of certain storage chips, which may lead the company to consider raising prices for some equipment [1]. - Institutions predict that due to the chip shortage, storage chip prices are expected to continue rising until at least the second quarter of 2026 [1]. Group 3: Future Opportunities - Analysts suggest that under the backdrop of the AI wave and domestic production, there will be a sustained demand for the expansion of advanced production lines in China [1]. - Semiconductor equipment is seen as a cornerstone for wafer foundry expansion and is crucial for achieving self-sufficiency in the supply chain, indicating that domestic semiconductor equipment companies are likely to encounter growth opportunities [1].