SINOLINK SECURITIES(SH:600109) Sou Hu Cai Jing·2026-01-30 05:13Group 1 - The China Securities Cloud Computing and Big Data Theme Index fell by 1.6%, while the China Securities Chip Industry Index rose by 0.3%, and the China Securities Semiconductor Materials and Equipment Theme Index decreased by 0.6% [1] - The semiconductor equipment ETF managed by E Fund (159558) saw a net subscription of 29 million units in the first half of the day [1] - Guojin Securities believes that semiconductor equipment is the cornerstone of the semiconductor industry chain, with significant potential for domestic production due to the resonance of storage expansion and self-control [1] Group 2 - The storage chip architecture is undergoing a deep transformation from 2D to 3D, with the introduction of 3D DRAM technology and the evolution of NAND stacking layers to 500 layers and above [1] - The manufacturing process is experiencing an exponential increase in the requirements for high aspect ratio etching and advanced thin film deposition, which will greatly benefit related equipment manufacturers [1]