Group 1 - The semiconductor equipment sector has emerged as a strong sub-sector, with the Sci-Tech Semiconductor ETF (588170) rising 23.59% year-to-date and the Huaxia Semiconductor Equipment ETF (562590) increasing by 23% in the same period [1] - SK Hynix plans to invest over $15 billion in a new wafer fab in South Korea, while Apple has agreed to increase the price of Samsung's storage chips by 100% [1] - CoreWeave's CEO stated that the demand for AI computing power is "relentless and never-ending," with the company expecting its capital expenditure to double to over $30 billion by 2026 due to surging inference demand [1] - Citigroup has raised its 2026 forecasts for memory chips, increasing the average price increase for DRAM from 53% to 88% and for NAND from 44% to 74%, indicating a "runaway increase" and a "severe seller's market" driven by AI infrastructure investments [1] Group 2 - The semiconductor equipment ETF Huaxia (562590) includes key stocks such as Northern Huachuang (semiconductor equipment), Zhongwei Company (etching equipment), Hushi Silicon Industry (silicon wafers), and Nanda Optoelectronics (ArF photoresist) [2]
苹果同意三星存储芯片价格翻倍上涨！“卖铲人”·科创半导体ETF(588170)、半导体设备ETF华夏(562590)今年涨23%
Ge Long Hui·2026-02-27 03:26