STAR Chip Index

Shanghai Electronic Materials International Supply Chain Center Established on May 20, Co-owned by SMIC and Hua Hong Group

Chinese semiconductor stocks rise on reports of potential strike at Samsung Electronics

CICC Begins Market Making Services for SMIC

SMIC discloses two new deployments in the advanced packaging field.

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

SMIC States Significant Production Demand for Phones and PCs Will Return

US-China summit yields no chip deal, China may replace Nvidia with domestic chips

Hua Hong Semiconductor Reports Q1 2026 Results: Revenue Up 22%, Announces $6 Billion Expansion for Fab9B

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

SMIC received 996 million yuan in financing purchases on May 18.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

SMIC's AI demand surges, with first-quarter revenue of 17.6 billion, more optimistic about full-year operations

JPMorgan raises SMIC rating to "Neutral" and lifts target price to HK$67

BOC International Maintains Buy Rating on SMIC, Raises H-Share Target Price to HKD 98.6

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As of April 15, 2026, the SSE STAR Chip Index surged by 1.61%, and the STAR Chip ETF Bosera rose by 1.60%, marking an eighth consecutive increase. The market capitalization of leading domestic storage chip manufacturers Biwin, TWSC, and LONGSYS has all surpassed 100 billion yuan, validating the industry's prosperity. The strong demand for AI storage has driven significant increases in DRAM and NAND prices, with DRAM contract prices expected to rise by 58–63% quarter-on-quarter in Q2 2026. Storage manufacturers are signing long-term agreements with major clients, extending their profit cycles

腾讯新闻 - 财经

TWSC

LONGSYS

Biwin

Bosera SSE STAR Chip ETF

The market capitalization of the three domestic storage giants exceeds 100 billion, the prosperity of the chip industry continues to be validated, and the Bosera SSE STAR Chip ETF rose by 1.60%, hitting an 8-day winning streak

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DeepSeek V4 has achieved deep adaptation with domestic chips such as Huawei Ascend for the first time, marking an important step in the de-CUDA process of China's AI industry. The concept of computing power chips has risen significantly, with the SSE STAR Chip Index increasing by 2.25%. The related ETF Huasan rose by 2.5%, and the top ten heavy stocks performed strongly. Kaiyuan Securities and Cinda Securities pointed out that core enterprises in the AI industry chain have long-term growth potential, and related technological breakthroughs will support the industry's long-term growth

China Southern CSI Semiconductor Industry Custom ETF

Harvest SSE STAR Chip ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

DeepSeek adapts to the Ascend ecosystem! Domestic computing power chips welcome an important turning point

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As of April 9, 2026, the SSE STAR Chip Index rose by 0.61%, and the Guotai SSE STAR Chip ETF increased by 0.56%, marking a four-day winning streak. The outlook for the electronics industry is positive, with continued growth in demand for AI hardware and the semiconductor supply chain, which related companies are expected to benefit from. In terms of liquidity, the Guotai SSE STAR Chip ETF had a transaction volume of 19.458 million yuan, with an average daily transaction of 24.2505 million yuan. The top ten weighted stocks accounted for a total of 60.99%

Guotai SSE STAR Chip ETF

Domestic computing power is transitioning from chip replacement to system architecture-level innovation, with the Guotai SSE STAR Chip ETF aiming for a fourth consecutive increase

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The Tianhong SSE STAR Chip Design Thematic ETF (589070) had a trading volume of nearly 200 million yuan last Friday, with a turnover rate exceeding 30%, ranking first among similar funds. The latest scale of the fund is 620 million yuan, with a year-to-date growth of 620 million yuan. The STAR Chip Index has increased by 70.91% in the past year. Institutional analysis suggests that innovations in AI terminals and computing power construction are driving the global semiconductor industry into a high prosperity cycle

Tianhong SSE STAR Chip Design Thematic ETF

The Tianhong SSE STAR Chip Design ETF (589070) had a trading volume of nearly 200 million yuan last Friday, with a turnover rate exceeding 30%, both ranking first among the same category. Institutions: AI terminal innovation and computing power construction are driving the global semiconductor industry into a high prosperity cycle

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Samsung announced an operating profit of 57.2 trillion won for the first quarter of March 2026, a year-on-year increase of 755%, setting a new historical high. Revenue reached 133 trillion won, exceeding market expectations. The STAR Chip Index rose by 2.28%, and the Bosera STAR Chip ETF increased by 2.16%. GF Securities pointed out that the semiconductor industry is driven by new technologies such as AI, with growing demand in automotive electronics and new energy sectors. The Bosera STAR Chip ETF has attracted 16.1955 million yuan in nearly 20 trading days, closely tracking the SSE STAR Chip Index

XI2CSOPSMSN

SAMSUNG SEMICON

XL2CSOPSMSN-U

China Merchants CSI Semiconductor Industry ETF

SAMSUNG FANG

Harvest CSI All Share Integrated Circuit ETF

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Samsung Electronics Co., Ltd. Sponsored GDR

Guotai CSI All Share Integrated Circuit ETF

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Samsung's quarterly operating profit surged by 755%, with the chip sector making a strong upward move, and the STAR Chip ETF Bosera rose over 2%

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The STAR Semiconductor ETF ChinaAMC rose by 2.54%, with the latest price reported at 1.74 yuan. The SSE STAR Semiconductor Material & Equipment Thematic Index increased by 2.64%, with constituent stock FORTUNE PRECISION rising by 10.44%. Samsung Electronics has completed DRAM price negotiations with customers, with prices increasing by approximately 30% compared to the first quarter. Soochow Securities pointed out that domestic semiconductors are expected to accelerate development and suggested paying attention to cleanroom engineering and the fiberglass sector

FORTUNE PRECISION

Guotai CSI Semiconductor Material Equipment Theme ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

The STAR Semiconductor ETF ChinaAMC rose by 2.54%, as storage prices continue to rise, domestic semiconductors may welcome development opportunities

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The rise in storage chip prices has significantly boosted the performance of related listed companies, with the Bosera SSE STAR Chip ETF increasing by 1.34%, achieving four consecutive gains. The STAR Chip Index rose by 1.32%, with many constituent stocks performing strongly. It is expected that the first quarter reports of multiple companies will show significant improvement, with Shannon Semi's net profit expected to surge by 67-87 times year-on-year. Guotou Securities pointed out that the mainline logic of technology and going overseas provides support for the industry, and future chip design will be deeply integrated with power and computing power

Shannon Semi

The price increase of storage chips has driven a surge in manufacturers' performance, with the Bosera SSE STAR Chip ETF rising over 1%, marking a challenge for a fourth consecutive increase

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Samsung Electronics is expected to achieve record high profits in the first quarter, as a surge in demand for artificial intelligence has led to supply bottlenecks in memory chips, causing prices to rise by approximately 30%. The Guotai STAR Chip ETF (589100) rose by 0.34%, with an average daily trading volume of 24.2974 million yuan over the past month. The SSE STAR Chip Index (000685) increased by 0.48%, with constituent stocks such as Centec Communications and Biwin also seeing gains. Guotai Haitong Securities pointed out that future chip design will focus on computing power explosion and architectural innovation

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

Invesco S&P 500 Equal Weight Tech ETF

iShares Semiconductor ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

Centec Communications

Samsung Electronics 

Samsung Electronics raises memory prices by 30% again, the Guotai STAR Chip ETF rises by 0.34%, with an average daily trading volume of 24.2974 million yuan in the past month

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The STAR Chip ETF Penghua rose by 1.82%, with the entire industry expected to see substantial price increases in April-May 2026. The supply-demand pattern has fundamentally changed, with tungsten production affected by export controls, leading to a surge in prices of some traditional storage chips by over 300%. Institutions believe that the core driving force behind the price increase of semiconductor target materials has shifted to supply-demand mismatch. The SSE STAR Chip Index rose by 1.92%, with strong performance from constituent stocks, and the top ten weighted stocks accounting for 60.99%

China Universal SSE STAR Chip ETF

Penghua SSE STAR Chip ETF

The STAR Chip Index ETF Penghua rose over 1.8%, and the entire industry will substantially implement price increases in April-May

STAR Chip Index(000685.SH)

The market capitalization of the three domestic storage giants exceeds 100 billion, the prosperity of the chip industry continues to be validated, and the Bosera SSE STAR Chip ETF rose by 1.60%, hitting an 8-day winning streak

DeepSeek adapts to the Ascend ecosystem! Domestic computing power chips welcome an important turning point

Domestic computing power is transitioning from chip replacement to system architecture-level innovation, with the Guotai SSE STAR Chip ETF aiming for a fourth consecutive increase

Samsung's quarterly operating profit surged by 755%, with the chip sector making a strong upward move, and the STAR Chip ETF Bosera rose over 2%