半导体材料+存储芯片概念联动7天4板！三孚股份14:00再度涨停，背后逻辑揭晓

Group 1 - The core viewpoint of the article highlights that Sanfu Co., Ltd. has achieved four consecutive trading limit increases within seven days, indicating strong market performance [1] - The stock reached a trading limit today at 14:00, with a transaction volume of 1.089 billion yuan and a turnover rate of 10.45% [1] - The semiconductor materials sector is experiencing active performance, influenced by TSMC's projected capital expenditure of $52 billion to $56 billion for 2026, which has positively impacted the storage chip sector in A-shares [1] Group 2 - The company's business in the semiconductor materials field focuses on electronic-grade products, which are benefiting from the favorable market atmosphere in the sector [1]