The prices of memory and CPUs have risen simultaneously, and the Tianhong SSE STAR Chip Design Thematic ETF (589070) index has increased by over 1%. Institutions: The localization of semiconductors is expected to continue accelerating

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2026.03.11 01:59
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On March 11th, the SSE STAR Chip Design Thematic Index rose by more than 1%. The Tianhong SSE STAR Chip Design Thematic ETF (589070) had a trading volume exceeding 8 million yuan, with constituent stocks such as JoulWatt, GKCT, and Smarter Micro performing outstandingly. With the simultaneous rise in memory and CPU prices, the supply and demand pattern in the semiconductor industry is improving, and AI demand is driving growth in certain markets. It is expected that the localization of semiconductors will accelerate