巨头定调存储芯片进入卖方市场！半导体设备ETF（561980）强势拉升涨超2.5%

Core Insights - The semiconductor equipment and materials sector is experiencing a strong V-shaped rebound, with significant increases in ETF values and individual stock performances [1] - SK Hynix has indicated a shift in the global memory chip market to a seller's market, with low inventory levels and strong demand leading to price increases expected through 2026 [3] - A widespread price increase is occurring across the semiconductor industry, driven by AI demand and supply constraints, affecting all segments from wafer manufacturing to end products [4] Market Performance - The semiconductor equipment ETF (561980) has seen a net inflow of over 9.2 million in the previous trading day, with a current trading volume exceeding 1.14 billion [1] - As of February 24, 2026, the semiconductor industry index has increased by 277% since 2020, outperforming other semiconductor indices [6][7] Industry Trends - The AI-driven semiconductor cycle is expected to continue its upward trajectory, with domestic wafer manufacturers operating at full capacity and price increases being reported by various companies [4] - The demand for AI servers has led to a significant shortage in packaging and testing capacity, prompting price hikes from manufacturers like Silan Micro, Infineon, and China Resources Microelectronics [4] Future Outlook - The semiconductor equipment market is projected to grow significantly due to sustained demand for AI computing power and the upward cycle of memory chips, with a strong expectation for continued growth in 2026 [5][6]