Xin Lang Cai Jing·2026-01-28 03:55Core Viewpoint - The semiconductor industry in China is experiencing a clear trend of price increases, driven by tight supply and rising costs, with major companies like Zhongwei Semiconductor and Guokewai announcing significant price hikes for their products [1][2]. Group 1: Price Increases - Zhongwei Semiconductor announced price increases for its core products, including MCU and NorFlash, with adjustments ranging from 15% to 50% due to supply constraints and rising costs [1]. - Guokewai has issued a price increase notice for its KGD series products, with price hikes of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb specifications, indicating a significant upward trend in pricing [2]. Group 2: Industry Performance - The semiconductor industry index rose by 18.91% from January 1 to January 23, 2026, outperforming the CSI 300 index, driven by improved expectations for the industry [2]. - The storage chip sector is entering a high prosperity cycle, with strong performance driven by the explosive growth of AI and computing power industries, leading to improved revenue and profit for related companies [2]. Group 3: ETF and Index Information - The Southern Science and Technology Chip ETF (588890) closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, which includes companies involved in semiconductor materials, equipment, design, manufacturing, and testing [3]. - The top ten weighted stocks in the index include major players such as SMIC, Haiguang Information, and Cambrian, reflecting the overall performance of representative semiconductor companies listed on the Science and Technology Innovation Board [3].