TSMC(US:TSM) Xin Lang Cai Jing·2026-02-03 06:08Group 1 - The core viewpoint of the news highlights the performance of the AI sector, with the Zhongzheng AI Theme Index showing a slight increase of 0.04% and specific stocks like Chipone and Huaguan rising significantly [1] - The AI Artificial Intelligence ETF experienced a minor decline of 0.35%, with a latest price of 2.31 yuan and a trading volume of 1.82 billion yuan during the session [1] - TSMC's 2nm production capacity has been fully booked by global tech giants, with AMD planning to start production in 2026, while Google and AWS are expected to adopt this technology in 2027 [1] Group 2 - According to Dongfang Securities, the demand for high-performance storage devices is surging due to the rapid expansion of AI inference application scenarios, with Enterprise SSD prices expected to increase by 53-58% in Q1 2026, marking a historical high for quarterly growth [2] - Server DRAM contract prices are projected to rise by 90-95%, the highest increase on record, indicating a shift from structural to global storage shortages driven by AI [2] - The Zhongzheng AI Theme Index includes 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] Group 3 - The AI Artificial Intelligence ETF closely tracks the Zhongzheng AI Theme Index, which is composed of companies that support AI development [3]