AMEC(SH:688012) Jin Rong Jie·2026-01-06 06:22Group 1 - The A-share market is experiencing a broad rise, with both the Shanghai and Shenzhen markets continuing their upward trend, and the Sci-Tech Innovation Board also showing gains [1] - The semiconductor ETFs, specifically the Southern Semiconductor ETF (159325.SZ) and the Southern Sci-Tech Chip ETF (588890.SH), are seeing positive performance, with increases of 1.47% and 1.27% respectively [1] - Microchip Company has seen a significant increase of 4.45% [1] Group 2 - Industrial analysis indicates that the AI wave is driving a surge in computing power demand, significantly enhancing the value of hardware sectors such as servers, AI chips, optical chips, storage, and PCB boards [2] - The rapid development of generative AI is boosting consumer spending, further intensifying the demand for underlying computing infrastructure, with servers and AI chips being the core beneficiaries [2] - The global DRAM market is expected to grow rapidly due to massive data processing needs, with an average annual compound growth rate of 15.93% projected from 2024 to 2029 [2] - The domestic DRAM industry in China is at a critical development stage, with significant potential for domestic substitution as local manufacturers improve their R&D and production capabilities [2] - The importance of advanced packaging is increasing, and breakthroughs in domestic semiconductor equipment technology are progressing, making "advanced process expansion" a key focus for achieving self-sufficiency [2] Group 3 - The Southern Semiconductor ETF (159325.SZ) and the Southern Sci-Tech Chip ETF (588890.SH) cover high-quality companies within the chip industry chain, providing investors with a systematic way to capture growth dividends driven by AI [3]