Wanjia CSI Semiconductor Material & Equipment Thematic ETF

NSIG released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 1.084 B (forecast CNY 1.285 B), actual EPS CNY -0.146 (forecast CNY 0.04)

KINGSEMI released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 330.59 M, actual EPS CNY 0.02

NAURA released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 10.32 B (forecast CNY 10.41 B), actual EPS CNY 2.2549 (forecast CNY 2.41)

Anji Technology released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 723.93 M (forecast CNY 723.93 M), actual EPS CNY 1.23 (forecast CNY 1.15)

Skyverse released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 396.02 M, actual EPS CNY -0.21

Piotech released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 1.112 B (forecast CNY 1.061 B), actual EPS CNY 2

AMEC released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 2.915 B (forecast CNY 3.144 B), actual EPS CNY 1.47 (forecast CNY 0.8962)

CCTech released FY2025 earnings on April 24 After-Market (BJT), actual revenue CNY 5.292 B (forecast CNY 5.338 B), actual EPS CNY 2.09 (forecast CNY 1.9367)

CCTech released FY2025 Q4 earnings on April 24 After-Market (BJT), actual revenue CNY 1.513 B (forecast CNY 1.742 B), actual EPS CNY 0.739 (forecast CNY 0.73)

CCTech released FY2026 Q1 earnings on April 24 During-Market (BJT), actual revenue CNY 1.378 B (forecast CNY 991.51 M), actual EPS CNY 0.5472 (forecast CNY 0.4369)

KINGSEMI to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

NAURA to Release FY2026 Q1 Earnings Report on April 30 During-Market (BJT), Forecast Revenue CNY 10.41 B, EPS CNY 2.41

NATA OPTO-ELECT released FY2026 Q1 earnings on April 23 During-Market (BJT), actual revenue CNY 661.58 M, actual EPS CNY 0.18

NSIG to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 1.285 B, EPS CNY 0.04

Skyverse to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

Anji Technology to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 740.72 M, EPS CNY 1.5

CCTech to release FY2026 Q1 earnings on April 29 during market hours (BJT), forecast revenue CNY 991.51 M, EPS CNY 0.4369

HWATSING released FY2026 Q1 earnings on April 22 During-Market (BJT), actual revenue CNY 1.201 B (forecast CNY 1.173 B), actual EPS CNY 0.7 (forecast CNY 0.96)

Piotech to release FY2026 Q1 earnings report on April 28 during market hours (BJT), forecast revenue CNY 1.061 B

AMEC to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 3.144 B, EPS CNY 0.8962

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The "dual champions" of domestic storage chips accelerate their IPOs, with Changjiang Storage completing the counseling filing registration at the Hubei Securities Regulatory Bureau, planning to go public for the first time. The Wanjia Semiconductor Equipment ETF (159327) rose over 2% against the trend, reaching a new high, with an increase of 151.45% over the past year. The global semiconductor industry chain has entered an expansion cycle, promoting the progress of localization, and the core equipment and materials sectors will benefit

同壁财经

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

NAURA

Piotech

CCTech

HWATSING

NSIG

Skyverse

NATA OPTO-ELECT

Anji Technology

KFMI

AMEC

Domestic storage "dual champions" accelerate IPOs, semiconductor expansion cycle ignites equipment demand, semiconductor equipment ETF Wanjia (159327) rises over 2% against the trend, continuing to hit new highs

The explosion of AI computing power has driven the growth of the semiconductor materials market, with the semiconductor equipment ETF Wanjia (159327) rising over 5% to reach a new high. According to CITIC Construction Investment Securities, the demand for 800G optical modules is expected to continue growing by 2026, and 12-inch SOI will also enter the mass production stage. Everbright Securities pointed out that the demand from AI data centers has driven the expansion of the global semiconductor materials market, significantly increasing the manufacturing processes and material consumption of storage chips

EBSCN

EB SECURITIES

The explosion of AI computing power drives the growth of the semiconductor materials market, the semiconductor equipment ETF Wanjia (159327) rises over 5% to reach a new high, and Shanghai Silicon Industry 20cm hits the daily limit

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On April 16th, the Guotai CSI Semiconductor Material Equipment Theme ETF (159516) surged over 1.4%. Soochow Securities pointed out that AI hardware investment continues to grow, and domestic semiconductors are expected to accelerate development, especially in advanced processes. Benefiting from the rise in prices of computing, storage, and panels, semiconductor capital expenditure expectations are warming up. At the same time, demand for high-end PCBs is increasing, and electronic fabric production capacity is tight. This ETF tracks the semiconductor material equipment index, reflecting the performance of related listed companies. Risk warning: individual stock analysis does not constitute investment advice, and investment should be approached with caution

腾讯新闻 - 财经

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

The Guotai CSI Semiconductor Equipment ETF (159516) surged over 1.4%, as AI hardware investments are on the rise

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As of the market close, the CSI Semiconductor Material & Equipment Thematic Index rose by 1%. The DeepSeek V4 series began a small-scale grayscale test on April 8, introducing a mode switcher, marking its entry into the internal testing phase. Market analysis indicates that several major domestic and international companies have released new AI models, accelerating the development of AI capabilities. The consumption of tokens for domestic large models has significantly increased, leading to a tightening supply and demand for computing power, making domestic computing power a focal point of attention

VanEck Semiconductor ETF

iShares Semiconductor ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

SPDR S&P Semicon

Direxion Semicon Bull 3X

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco Semiconductors ETF

DeepSeek V4 "lights up" the domestic computing power main line, the semiconductor equipment ETF E Fund (159558) underlying index rises 1% against the trend

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This week, the CSI Cloud Computing and Big Data Theme Index fell by 2.5%, the CSI Semiconductor Material & Equipment Theme Index dropped by 3.3%, and the CSI Chip Industry Index decreased by 4.2%. Morgan Stanley pointed out that there is a significant gap in computing power demand, estimating that cash capital expenditures for hyperscale cloud providers will exceed $74 billion in 2026 and surpass $90 billion in 2027, with a compound annual growth rate of 29%. Continuous investment in computing power infrastructure will support competitive advantages in the AI era and drive demand in industries such as semiconductors and data centers

ChinaAMC CSI Cloud Computing and Big Data Theme ETF

E Fund CSI Cloud Computing and Big Data Theme ETF

China Universal CSI Chip Industry ETF

Tianhong CSI Chip Industry ETF

E Fund CSI Chip Industry ETF

Rongtong CSI Cloud Computing and Big Data Theme Index Fund(LOF)-A

The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products

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On April 2nd, influenced by market sentiment, related indices in the semiconductor industry chain collectively retreated, with the cloud computing, chip, and equipment sectors weakening simultaneously. The CSI Cloud Computing and Big Data Theme Index fell by 3.7%, the CSI Semiconductor Material Equipment Theme Index dropped by 3.6%, and the CSI Chip Industry Index decreased by 3.2%. Morgan Stanley stated that high growth in computing infrastructure investment will support demand in the semiconductor industry chain, maintaining long-term prosperity

Invesco Great Wall CSI Chip Industry ETF

Fullgoal CSI Chip Industry ETF

GF Fund CSI Cloud Computing & Big Data Index Theme ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Penghua CSI Cloud Computing and Big Data Theme ETF

The semiconductor industry chain-related indices collectively adjusted. Institutional research report: High growth in computing infrastructure investment will support industry chain demand

On March 31, the semiconductor equipment sector experienced a pullback, with the Guotai Semiconductor Equipment ETF (159516) falling over 3%. The demand for AI is driving significant growth in the semiconductor industry, which is expected to approach USD 1 trillion four years ahead of schedule. SEMI predicts that the global semiconductor industry growth rate could reach 23% by 2026. The simultaneous rise in both volume and price of memory is the main driver of industry growth, with price increases and supply shortages expected to continue. The heat around advanced packaging is increasing, with industry focus shifting to CoWoS and panel-level packaging. This ETF tracks the semiconductor material and equipment index, reflecting the market performance of the semiconductor supply chain

The semiconductor equipment sector has pulled back, with the Guotai Semiconductor Equipment ETF (159516) falling over 3%. Driven by AI demand, the semiconductor industry is experiencing significant growth, and this pullback may present a buying opportunity

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The chip industry chain stocks have adjusted, with the SSE STAR Chip Index and the CSI Semiconductor Material Equipment Theme Index falling by 3.4% and 3.7%, respectively. Guotai Securities expects global semiconductor sales to reach USD 82.54 billion in 2026, a year-on-year increase of 46.1%. The sales in the Chinese market are expected to grow by 47.0% year-on-year. The industry is currently in a phase of enhancing high-end chip manufacturing capabilities and expanding production of memory chips, with the development of AI technology remaining the main focus and computing demand growing rapidly

STAR Chip Index

E Fund SSE STAR Chip ETF

The chip industry chain stocks have adjusted, pay attention to the semiconductor equipment ETF E Fund (159558) and the STAR Chip ETF E Fund (589130) for layout opportunities

During the annual report season each year, the semiconductor equipment sector performs exceptionally well, surpassing other industries for three consecutive years during the earnings disclosure period. From 2023 to 2025, the excess returns of the semiconductor equipment ETF E Fund (159558), which tracks the CSI Semiconductor Material & Equipment Index, are 2.8%, 3.1%, and 2.0% respectively during the earnings period. The core reason lies in the high certainty of performance and strong stability of growth, as the demand for semiconductor equipment is driven by AI computing power and localization, making it a "top student" favored by capital

During the performance disclosure period, why do semiconductor equipment companies always manage to be "top performers"?

Wanjia CSI Semiconductor Material & Equipment Thematic ETF(159327.SZ)

Domestic storage "dual champions" accelerate IPOs, semiconductor expansion cycle ignites equipment demand, semiconductor equipment ETF Wanjia (159327) rises over 2% against the trend, continuing to hit new highs

The explosion of AI computing power drives the growth of the semiconductor materials market, the semiconductor equipment ETF Wanjia (159327) rises over 5% to reach a new high, and Shanghai Silicon Industry 20cm hits the daily limit

The Guotai CSI Semiconductor Equipment ETF (159516) surged over 1.4%, as AI hardware investments are on the rise

DeepSeek V4 "lights up" the domestic computing power main line, the semiconductor equipment ETF E Fund (159558) underlying index rises 1% against the trend

The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products