20cm速递｜科创芯片ETF国泰（589100）涨超1.2%，行业数据凸显半导体需求扩张

Core Viewpoint - Micron's Q1 FY2026 performance exceeded expectations, driven by surging storage demand amid the AI wave, with quarterly revenue reaching $13.64 billion, a significant year-on-year increase of 57% [1] Group 1: Company Performance - Micron's revenue for the next fiscal quarter is projected to rise further to approximately $18.7 billion (±4%) [1] - The company maintains a leading position and growth momentum in the high-end storage market [1] Group 2: Industry Trends - The electronic industry is experiencing a sustained recovery, with effective supply clearance and rising storage chip prices [1] - The demand for high bandwidth memory (HBM) is expected to grow significantly, with the overall effective market projected to expand at a compound annual growth rate of about 40%, from approximately $35 billion in 2025 to around $100 billion by 2028 [1] - AI investments continue to exceed expectations, contributing to the rising prices of storage chips [1] Group 3: ETF and Market Indicators - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which has a daily price fluctuation limit of 20% [1] - The index selects no more than 50 large-cap stocks from the sci-tech board, covering the entire semiconductor industry chain, including materials, equipment, design, manufacturing, and packaging/testing [1] - This index serves as a representative indicator of the performance of listed companies in the core areas of the domestic chip industry [1]