全球存储芯片供应持续紧张！科创芯片ETF（588200）涨超2%！

Group 1 - The Shanghai Composite Index rose by 0.14% and the Sci-Tech Chip Index increased by 2.13% as of 09:58 on January 7 [1] - Notable individual stock performances included Zhongwei Company up over 6%, Lanke Technology up over 4%, and Huahai Qingke up over 3% [1] - The Sci-Tech Chip ETF (588200) saw a 2.04% increase with a trading volume of 1.29 billion yuan and a turnover rate of 2.99%, achieving a 65.69% increase over the past six months [1] Group 2 - Global supply of memory chips remains tight with prices surging; Samsung and SK Hynix plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025 [2] - NAND Flash contract prices are expected to rise by 33% to 38%, with DDR4 16Gb prices projected to increase by 1800% and DDR5 16Gb by 500% by 2025 [2] - The AI industry is driving demand, with NVIDIA's new Rubin AI supercomputing platform achieving five times the GPU inference performance of the previous generation, and North American tech giants expected to invest $600 billion in AI infrastructure by 2026 [2] Group 3 - The Sci-Tech Chip ETF (588200) tracks the Shanghai Sci-Tech Chip Index, with the top ten weighted stocks including SMIC, Haiguang Information, and Cambrian, accounting for over 58.29% of the total weight [3] - The current management fee for the Sci-Tech Chip ETF is 0.50% annually, and the custody fee is 0.10% annually [3] - Investors without stock accounts can access investment opportunities through linked funds [3]