机构预计内存芯片Q4上涨35%，科创半导体ETF（588170）成交额破1.8亿元

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.79%, with mixed performance among constituent stocks [1] - Tianyue Advanced led the gains with an increase of 2.92%, while Pioneer's Precision fell by 4.42%, indicating volatility in the sector [1] - The Sci-Tech Semiconductor ETF (588170) saw a decline of 0.85%, with a latest price of 1.41 yuan and a turnover rate of 5.46% during the trading session [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) experienced a significant growth of 27.22 billion yuan over the past three months, indicating strong investor interest [2] - UBS forecasts a continued shortage in DRAM supply until Q1 2027, with DDR memory demand expected to grow by 20.7%, outpacing supply growth [2] - NAND flash shortages are anticipated to last until Q3 2026, contributing to the most intense price increase cycle in nearly 30 years, with DDR contract prices expected to rise by 35% in Q4 this year [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment index, focusing on companies in semiconductor equipment (61%) and materials (23%) [3] - The semiconductor equipment and materials sector is crucial for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic alternatives [3] - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor sector, with significant allocations to semiconductor equipment (61%) and materials (21%) [3]