存储芯片供需持续紧张！科创芯片设计ETF天弘（589070）盘中成交量突破1亿元

Group 1 - The market shows a rebound with a significant recovery in the chip design sector, as evidenced by the Tianhong ETF (589070) which rose by 2.62% with a trading volume of 110 million yuan [1] - The Tianhong ETF has seen a net inflow of 62.87 million yuan in the most recent trading day, bringing its total size to 576 million yuan as of January 29, 2026 [1] - The Tianhong ETF closely tracks the Shanghai Stock Exchange's chip design theme index, focusing on the semiconductor midstream design segment, with a concentration of nearly 95% [1] Group 2 - Global AI computing power demand is surging, boosting the upstream chip industry, with TSMC significantly raising its capital expenditure plans and expecting rapid revenue growth in AI processors by 2026 [2] - The memory chip market is entering a price increase cycle, with DRAM and NAND Flash prices expected to rise more than anticipated by early 2026 due to tight supply and demand [2] - There are signs of supply tightness and price increases in the CPU sector, with Intel and AMD facing capacity constraints for server CPUs, driven by the growing demand for AI applications [2] - Domestic semiconductor equipment localization is steadily improving, with local chip companies making breakthroughs in key areas, enhancing the self-sufficiency of the industry chain [2] - Dongwu Securities predicts that AI applications at the edge will explode in 2026, with innovative strategies and product iterations from chip companies likely to achieve large-scale implementation in the AIoT 2.0 era [2] - Great Wall Securities emphasizes that the chip sector, as a critical part of the industry chain, is expected to benefit from long-term trends in technological independence and high-end manufacturing upgrades [2]