Semiconductor prices are surging, and related theme products continue to attract investment.

The global semiconductor industry is now experiencing a new round of price increases. Due to the surge in demand for AI computing power, soaring upstream costs, and geopolitical tensions, international giants such as Texas Instruments and Infineon, as well as top domestic manufacturers, are simultaneously raising product prices. Industry insiders believe that the focus of industry competition is shifting from "price wars" to "profit defense battles." Meanwhile, capital markets are leading the way, with over 27 billion yuan already flowing into the semiconductor sector through ETFs this year. Many fund managers are optimistic about the semiconductor equipment and materials sectors.