Group 1 - The semiconductor materials and equipment theme index on the STAR Market rose by 1.55%, with notable increases in stocks such as Xinyi Chang (+6.72%), Huafeng Measurement Control (+5.36%), and Zhongke Feimeasure (+5.10%) [1] - The STAR Semiconductor ETF (588170) increased by 1.48%, reaching a latest price of 1.1 yuan, with a trading volume of 43.87 million yuan and a turnover rate of 10.93% [1] - The STAR Semiconductor ETF (588170) achieved a new high in scale at 399 million yuan and a new high in shares at 369 million, with a total net inflow of 135 million yuan over the past four days [1] Group 2 - Micron announced the launch of the industry's highest density and radiation-resistant SLC NAND product, with a chip capacity of 256Gb, marking a significant addition to its product lineup [2] - Storage manufacturers are experiencing supply pressure for LPDDR4X, leading to price increases despite attempts by Tier 2 and other market customers to secure supplies at higher prices [2] - Guosen Securities views the storage sector as entering a technological iteration crossroads, anticipating growth opportunities driven by the explosion of data volume and the need for faster data handling and lower power consumption [2] Group 3 - The semiconductor materials ETF (562590) and its linked funds focus on the upstream semiconductor sector, with significant allocations to semiconductor equipment (59%) and semiconductor materials (24%) [3]