供需失衡催化CPU板块上行，算力迎普涨，集成电路ETF（159546）大涨超5%

Core Viewpoint - Intel and AMD have raised server CPU prices by 10% to 15% due to supply-demand imbalance, positively impacting the computing chip sector and leading to a surge in related ETFs [1] Group 1: Market Impact - The integrated circuit ETF (159546) increased by 5.23%, the chip ETF (512760) rose by 4.23%, and other related ETFs also saw significant gains [2] - The demand for data center server CPUs is expanding, driven by the rise of generative AI and the need for cloud vendors to upgrade their server architectures [3][4] Group 2: AI and Semiconductor Growth - The global semiconductor market is expected to reach a historical high of $700.9 billion in 2025, with a projected growth of 11% year-on-year [5] - AI is identified as the core growth engine for the semiconductor industry, with AI-related semiconductor revenue expected to increase from less than 10% to 48% by 2030 [6] Group 3: Domestic CPU Development - Domestic next-generation server CPUs are being successfully deployed in various sectors, with improvements in performance and software compatibility [4] - The market share of domestic server CPUs is anticipated to grow due to increasing demand and supportive policies [4]