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体涨价潮持续扩散,台积电宣布12英寸驱动IC代工价格上调30%,日本信越化学硅产品全球涨价逾10%。AI算力需求从GPU向CPU全面扩展,国产AI芯片厂商2026年景气度持续提升,国产化率加速跃升。  研究机构指出,半导体板块整体向好,材料涨价潮蔓延;AI需求驱动下半导体硅片行业正进入上行周期,涨价逻辑有望在2026年二季度兑现。  科创综指ETF富国(589600)一键覆盖科创板,是科创板最具代

.37智能音箱0.960.0910.15无线传媒9.021204.00光刻机1.921.058.97腾景科技14.5228163.83(文章来源:证券时报网)

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