Taikang Semiconductor Quantitative Stock Selection Index Fund surged over 3% during trading, as tight supply and demand in storage may present a milestone opportunity for domestic substitution

Today (March 25), the semiconductor sector strengthened, with the CSI All Share Semiconductor Index rising over 3% at its peak during the session. Biwin signed a $1.5 billion procurement contract with a certain memory manufacturer, with a procurement period of 24 months. The SEMICON China 2026 conference opened in Shanghai, with the global semiconductor market expected to exceed $975 billion. Analysts pointed out that the supply and demand for memory chips are tight, domestic manufacturers are emerging, and memory prices remain high. Taikang Semiconductor Quantitative Stock Selection Fund is tracking the CSI All Share Semiconductor Products and Equipment Index, using quantitative tools to capture structural opportunities