20cm速递｜科创芯片ETF国泰（589100）涨超2%，存储行业迎来涨价潮

Group 1 - The storage industry is experiencing a price increase, with Samsung Electronics and SK Hynix raising HBM3E prices by nearly 20% for next year, driven by increased order volumes from AI accelerator companies like Nvidia, Google, and Amazon [1] - Despite the potential price drop with the emergence of the HBM4 market next year, the demand for HBM3E remains strong, leading to supply tightness and price premiums [1] - Semiconductor manufacturing company SMIC has increased prices for its 8-inch BCD process platform by 10%, due to high demand in AI server power chips [1] Group 2 - The smartwatch market is expected to see a 7% increase in shipment volume by 2025, driven by AI integration, 5G support, and health function upgrades [1] - The automotive electronics sector, particularly the ADAS and autonomous driving sensor market, is projected to reach $61 billion by 2035, with China leading in sensor application volume [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which has a daily fluctuation of 20%, focusing on companies involved in the entire semiconductor industry chain [1]