Flash memory prices collectively surged! The technology innovation semiconductor ETF rose more than 3%, and the largest chip ETF received net capital inflows during trading hours.

Today, the storage chip sector rebounded strongly, with SG Micro Corp up 20CM limit, and Beijing UniStrong Technology up over 12%, driving the Science and Technology Innovation Semiconductor to rise by 3.5%. The largest chip ETF with the same benchmark slightly decreased by 0.3%, with net capital inflows of 20 million shares during the day. 1) NVIDIA CEO Huang Renxun stated on Saturday that NVIDIA's three AI storage chip suppliers - SK Hynix, Samsung Electronics, and Micron Technology - have all increased "huge capacity" to support NVIDIA. Due to strong AI demand, he has asked TSMC to increase chip supply. 2) According to media reports, SanDisk has raised its NAND flash memory prices by 50% in November. Industry peers immediately suspended shipments and re-evaluated prices. At the beginning of this month, Japan implemented a comprehensive restriction on memory, SSD, and hard drives. 3) SanDisk's quarterly performance as of October 3, 2025, showed that quarterly revenue and gross margin exceeded expectations, and the supply-demand imbalance is expected to continue until the end of 2026; the increase in storage chip prices is driving expected doubled performance for Chippower and Crystalpower; Huahong Semiconductor's third-quarter gross margin and fourth-quarter guidance both exceeded expectations. Related products, and as of the time of publication, the fluctuation rate: Focusing on the semiconductor domestic alternative equipment + materials on the Science and Technology Innovation Board: Semiconductor ETF, +3.55%, a total net inflow of 1.046 billion yuan in the past 20 days, covering component stocks such as Zhongwei Corporation, Top King Technology, Huahaiqingke, Shanghai Silcon, and Tianyue Advanced. The largest chip industry ETF in the entire market: Chip ETF, -0.23%, with a latest scale of up to 28.978 billion, covering the entire chip industry chain, with weighted stocks including SMIC, Cambricon Technologies, Beijing Changdian Technology, and Beifen Huachuan.