半导体板块走高，拓荆科技涨超10%，北方华创、寒武纪等拉升

Core Viewpoint - The semiconductor sector is experiencing a significant upward trend, driven by rising demand for NAND storage in the smartphone and PC industries, alongside increasing prices for storage products starting from the second quarter [1] Industry Summary - The semiconductor sector saw notable stock price increases, with companies like Tuojing Technology rising over 10%, and others like Fuchuang Precision and Zhongke Feice increasing over 9% [1] - There is a growing expectation of price increases for storage products, particularly NAND, due to heightened demand from the smartphone and PC markets, as well as the upcoming consumer upgrade cycle [1] - The AI sector is witnessing exponential growth in demand for computing power and storage, driven by the emergence of large models such as the GPT series, which require substantial computational resources for training and operation [1] - The rapid expansion of AI applications is leading to increased requirements for storage systems, as the parameter sizes of models like GPT-3 and GPT-4 have surged from billions to hundreds of billions and even trillions, necessitating enhanced bandwidth and response times [1] - The overall growth of the AI industry is expected to positively impact storage demand and prices in the long term [1]