20cm速递｜科创芯片ETF国泰（589100）盘中涨超1%，先进工艺扩产将成为自主可控主线

Group 1 - The core viewpoint is that memory prices are surging, with DDR4 8Gb DRAM spot prices increasing by 886% year-on-year and bulk contract prices rising by 80% month-on-month, indicating a recovery in upstream sectors such as storage devices, passive components, and packaging and testing [1] - The AI wave is driving a surge in computing power demand, with expected global spending on generative AI reaching $699 billion by 2030, reflecting a compound annual growth rate (CAGR) of 21% [1] - Significant progress in domestic semiconductor equipment is noted, with Shanghai Micro Electronics winning a 110 million yuan lithography machine project, and advanced process expansion becoming a key focus for self-control over the next three years [1] Group 2 - The CoWoS and HBM technologies are highlighted as crucial in advanced packaging under the AI trend, emphasizing their growing importance [1] - The Guotai ETF (589100) tracks the Sci-Tech Chip Index (000685), which has a daily fluctuation of 20%, selecting listed companies from the Sci-Tech board that are involved in the entire semiconductor industry chain, focusing on core technology areas such as semiconductor materials, equipment, and design [1]