Ge Long Hui A P P·2026-01-06 02:31Group 1 - The semiconductor sector has seen significant gains at the beginning of the year, with semiconductor equipment stocks reaching new highs, including a 4.17% increase in the Sci-Tech Semiconductor ETF and a 1.71% rise in the Chip ETF [1][2] - ASML, a major player in semiconductor equipment, has increased by over 5%, reaching a historic market capitalization, while TSMC has also risen over 3%, achieving a market value of $1.7 trillion [2] - Samsung Electronics and SK Hynix plan to raise server DRAM prices by 60% to 70% in Q1 of this year, indicating a tightening supply and demand situation in the semiconductor market [3] - TSMC's 2nm process technology has commenced mass production as scheduled, with initial capacity expected to reach 35,000 wafers per month, projected to increase to 140,000 wafers per month by the end of the year, surpassing previous market estimates [3] - NVIDIA showcased its new AI platform Rubin at CES, featuring six new chips with five times the inference computing power of the previous generation, now in full production [3] Group 2 - The Sci-Tech Semiconductor ETF (588170) focuses on domestic semiconductor replacement equipment and materials, rising by 4.17%, with key components including companies like Zhongwei Company and Huahai Qingke [4] - The largest chip industry ETF in the market, the Chip ETF (159995), has increased by 1.71%, with a total scale reaching 26.222 billion yuan, covering the entire semiconductor industry chain and including leading stocks like SMIC and Cambrian [4]