集成电路ETF（159546）涨超2.3%，全球AI服务器出货量同比有望高增

Core Viewpoint - The integrated circuit ETF (159546) has risen over 2.3% due to the benefits from the AI wave, with significant growth expected in domestic A-share companies' performance by 2025 [1] Industry Summary - The global AI server shipment volume is expected to grow by over 28% year-on-year in 2026, driving price increases for related chips such as storage and CPUs [1] - Samsung Electronics plans to raise the supply price of NAND flash memory by over 100% in Q1 2026, while Intel and AMD are considering a price increase of 10% to 15% for server CPUs in the same quarter [1] - The electronic industry is experiencing a sustained recovery in demand, effective supply clearance, and rising prices for storage chips, with domestic production efforts exceeding expectations [1] - TrendForce forecasts that the storage industry’s output value will grow by 134% year-on-year in 2026, reaching $551.6 billion [1] Company Summary - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which covers companies involved in the design, manufacturing, packaging, testing, and related materials and equipment of integrated circuits [1] - The index focuses on high-tech and innovative companies, representing the development level of China's integrated circuit industry [1] - The index emphasizes allocation in the technology sector to reflect the overall performance of listed companies related to the integrated circuit industry [1]