半导体早参 | 美光称AI热潮驱动前所未见的内存短缺，珠海打造具有全球影响力的化合物半导体产业高地

Industry Insights - Micron Technology reported a worsening shortage of memory chips in the past quarter, emphasizing that supply constraints will persist into the following year due to surging demand for high-end semiconductors driven by AI infrastructure development. The current level of shortage is unprecedented, according to Micron's Executive Vice President Manish Bhatia [1] - The Greater Bay Area Compound Semiconductor Ecological Application Conference highlighted the intention to enhance the ecosystem's capabilities through collaborative construction, technological innovation, and large-scale application scenarios, aiming to establish a globally influential compound semiconductor industry hub in Zhuhai [2] - Jin Hong Gas announced that its core product, electronic-grade dichlorodihydrosilane, has entered trial production as part of its new high-end electronic materials project, with an expected annual production capacity of 200 tons upon reaching full capacity. The company is actively advancing testing and certification for semiconductor clients [3] - He Lin Micro-Nano successfully acquired land for expanding its mobile optical lens components and semiconductor packaging and testing business, with a total investment of 760.5 million yuan [3] - Shenwan Hongyuan Securities noted that TSMC's unexpectedly high profitability growth reflects the increasing penetration of advanced process nodes in high-margin products, indicating a continued uptrend in the semiconductor industry [3] Related ETFs - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (60%) and materials (25%) within the hard technology sector, benefiting from the AI-driven semiconductor demand and domestic substitution trends [3][4] - The Huaxia Semiconductor Equipment ETF (562590) and its linked funds emphasize semiconductor equipment (63%) and materials (24%), concentrating on the upstream semiconductor sector [4]