部分存储厂长单已谈到2030年供应，科创半导体ETF（588170）近5天获得连续资金净流入，半导体设备ETF华夏（562590）近12天获得连续资金净流入

Group 1 - Major storage manufacturers, Winbond and Nanya, have shifted to long-term supply agreements (LTA) that primarily focus on "locking volume without locking price," extending contract durations to at least two years, with some clients discussing frameworks close to 2030 [1] - The new LTA model aims to ensure priority in capacity allocation and stable shipments, while allowing price flexibility based on market fluctuations [1] - The recent inflow of funds into semiconductor ETFs indicates strong investor interest, with the Sci-Tech Semiconductor ETF (588170) receiving a total net inflow of 2.44 billion yuan over five days, averaging 488 million yuan daily [1] Group 2 - According to招商证券, global storage prices are expected to recover and rise significantly from Q3 to Q4 of 2025, with anticipated price increases in Q1 of 2026 exceeding expectations across various storage categories [2] - The overall global storage supply is projected to remain tight in 2026, driven by AI demand growth outpacing capacity expansion, leading to price increases in consumer and niche storage segments [2] - The report suggests that the domestic storage industry will benefit from the shortage and price surge, recommending a focus on storage manufacturers, module/chip companies, and packaging/testing sectors [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Index, which includes a significant portion of semiconductor equipment and materials companies [2] - The Semiconductor Equipment ETF (华夏, 562590) also focuses on the upstream semiconductor sector, with a high percentage of its index comprising semiconductor equipment and materials [2]