晶圆、存储齐涨价！机构：半导体释放价格周期上行信号，设备需求核心受益

Group 1 - The semiconductor industry is experiencing a price increase driven by rising demand from AI and other sectors, benefiting upstream semiconductor equipment [1][2] - The price increase for 8-inch wafers is around 10%, primarily affecting the BCD process platform, as companies like SMIC and Hua Hong maintain high capacity utilization [3] - The storage chip sector is expected to see a significant upturn, with DRAM prices projected to increase by 18-23% and HBM ASP by 23-28% by Q4 2025 due to the expansion of data centers by global cloud service providers [4][5] Group 2 - Domestic companies are striving for self-sufficiency in high-end GPU production, with several firms preparing for IPOs, reflecting market confidence in domestic capabilities [6] - Semiconductor equipment is identified as a critical segment in the chip supply chain, with storage and logic chips being the largest downstream markets [7] - The semiconductor equipment ETF (561980) has shown a significant increase, with over 65% growth in 2025, indicating strong performance in the upcoming semiconductor upcycle [10]