Penghua Guozheng Semiconductor Chip ETF

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

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

GigaDevice Launches Three New Brushless Motor Gate Drivers

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

Citi upgrades SMIC to 'Buy' on improved utilization and pricing power

Citigroup Raises SMIC Target Price to HKD 94.1, Maintains Outperform Rating

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This week, the A-share market rebounded strongly, with the ChiNext and STAR 50 indices rising by more than 8%. AI technology stocks led the gains, with the components, semiconductor, and communication equipment sectors all increasing by over 10%. The third round of negotiations between Yimei has concluded, with significant differences between the two parties, resulting in a neutral market impact. The Shanghai and Shenzhen Stock Exchanges have released new regulations, adjusting the price fluctuation limit for main board ST stocks to 10%, which will help enhance market liquidity. Overall, market sentiment is optimistic, and opportunities remain in the future

腾讯新闻 - 财经

Guotai CSI All Share Communications Equipment ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Fullgoal CSI Communication Equipment Thematic ETF

STAR 50

Invesco Great Wall CSI STAR&CHINEXT Artificial Intelligence ETF

Ping An CSI Artificial Intelligence ETF

Core stocks hit new highs! Funds return to AI technology - Daoda talks to Doctor Niu

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The storage chip sector continues its rally, with RAYNEN hitting the daily limit, ALLWINNERTECH surging over 15%, and INFOTMIC, TWSC, ACETRON, and Puya semiconductor following suit

Wallstreetcn

Bosera SSE STAR Chip ETF

TWSC

Puya semiconductor

ALLWINNERTECH

Harvest SSE STAR Chip ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

INFOTMIC

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

Harvest CSI All Share Integrated Circuit ETF

RAYNEN

GF Fund CSI Semiconductor Material Equipment Theme ETF

ACETRON

China Merchants CSI Semiconductor Industry ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Hwabao WP SSE STAR Chip ETF

159801

The Penghua Semiconductor ETF had a net subscription of 88 million units today. Institutions pointed out that the demand for AI infrastructure construction has surged, and the supply-demand gap for storage will continue for 1-2 years. Despite market concerns that storage prices may slow down, institutions believe that TurboQuant technology will accelerate the popularization of AI applications, thereby increasing storage demand. External conflicts have limited impact on memory manufacturers. The Guozheng Semiconductor Chip Index fell by 3.63%, with component stocks generally declining. The latest quote for the Penghua Semiconductor ETF is 1.04 yuan

GF Fund CNI Semiconductor Chips ETF

Today, the Penghua Semiconductor ETF had a net subscription of 88 million units, with institutions stating that the demand for AI infrastructure is surging, and the supply-demand gap in storage will continue for 1-2 years

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Since the beginning of this year, the memory chip sector has seen a strong upward trend, supported by a robust industry cycle and earnings performance. The CSI Memory Chip Industry Index has risen by 19%. Multiple institutions believe that despite a prior rally in the memory sector, driven by AI, tightening supply, and expanding prosperity, the current cycle's sustainability may exceed expectations. Valuations for related companies still have room for improvement, and the memory chip industry is entering a crucial window for continued high prosperity

XL2CSOPHYNIX

Tianshun

Penghua SSE STAR Chip ETF

First Trust Nasdaq Food & Semicon

Guotai SSE STAR Chip ETF

Prosperity Continues to Spread, Institutions Are Bullish on the Memory Chip Sector

SOXL

The performance of A-share chip stocks is mixed, with some individual stocks rising, such as Jinhaitong, Sda Semiconductor, Hygon Information, and Wingtech, while the storage sector is under pressure, with stocks like Zhaoyi Innovation, Hengshuo Co., Ltd., and Baiwei Storage declining. The US stock market's chip sector is strengthening, with Arm releasing a new self-developed chip, expected to generate substantial revenue. Google's new technology has raised concerns about the outlook for storage demand, and the market believes that the growth of storage chips may enter a phase of differentiation

- On March 26, multiple A-share chip concept stocks rose, with significant gains in companies such as Jinhaitong and Sidahant, while several storage chip stocks declined.  
- The U.S. chip sector strengthened, highlighted by Arm's release of its first self-developed chip, AGI CPU, which is projected to generate $15 billion in revenue by 2031, along with anticipated price hikes in CPUs from Intel and AMD.  
- Despite long-term AI demand driving market potential, concerns over storage demand have emerged due to Google's AI memory technology, indicating a possible shift towards structural differentiation in the storage chip market.

Spdr Select Tech

Invesco Semiconductors ETF

Wingtech

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

SPDR S&P Semicon

Hygon Information Technology

Direxion Semicon Bull 3X

A-share chip stocks show divergent trends: Hygon Information, Wingtech, and others rise, while the storage sector is under pressure

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As of March 25, 23 A-share semiconductor companies have disclosed their 2025 annual reports, with 14 achieving year-on-year net profit growth, 3 turning losses into profits, and 2 reducing losses. Demand for high-performance computing and AI is driving performance growth in areas such as computing chips, memory chips, and power semiconductors. Global semiconductor sales are projected to reach $791.7 billion in 2025, a year-on-year increase of 25.6%, setting a new historical record, with the Chinese market growing by over 15%

CHOHO

Rising prices and volume boost performance, AI injects "new" momentum into semiconductor companies

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On March 24, 2026, the A-shares recreated the scene of April 8, 2025, with the SSE Enhanced ETF (563930) closing up 1.78%. Sectors such as non-ferrous metals, pharmaceuticals, and semiconductor equipment led the gains, while vaccine ETFs and mining ETFs also performed strongly. The market demonstrated resilience in the face of external shocks, and stronger recovery momentum is expected in the future. Regulatory authorities are actively releasing signals to maintain stability, and looking ahead to 2026, policies and economic fundamentals are expected to resonate

SSE Index

Guotai CNI Vaccines and biotechnology ETF

Huatai-PB CSI Non-Ferrous Metal Kuangye Theme ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

China Merchants SSE Composite Enhanced Strategy ETF

Penghua CNI Vaccines and biotechnology ETF

CSI 300

Harvest CSI Vaccine and Biotechnology ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Reenacting April 8! A-shares staged a miraculous day, with the SSE Enhanced ETF (563930) closing up 1.78%, led by non-ferrous metals, pharmaceuticals, and semiconductor equipment!

According to statistics from CINNO•ICResearch, it is expected that the total investment in China's semiconductor industry will reach 784.1 billion yuan by 2025, a year-on-year increase of 17.2%. This growth reflects the resilience of China's semiconductor industry and the strategy of promoting supply chain autonomy and control. In terms of investment structure, the semiconductor equipment and materials sectors have seen significant growth, becoming investment highlights, while other areas have shown varying development trends

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GX CN SEMICON

GX CN SEMICON-U

Institution: The investment amount in China's semiconductor industry is expected to be approximately 780 billion yuan in 2025, a year-on-year increase of 17.2%

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The weekend saw an escalation in the US-Iran conflict, leading to weak performance in technology stocks. After the market opened today, defensive sectors such as liquor and agriculture strengthened, and technology stock sentiment rebounded, with Hua Hong once rising over 16%. The market remains cautious about high oil prices, and attention should be paid to the developments in the situation in the short term. Positive signals have emerged from the US-Iran conflict, as an Indian shipping company's liquefied petroleum gas transport vessel successfully crossed the Strait of Hormuz. The semiconductor industry chain may face a wave of price increases, with mature process wafer foundries expected to raise quotes starting in April

HUA HONG SEMI

Hua Hong

Post-market big news! A-shares deep V, three departments with super heavyweight, 200 billion giant surges driving semiconductors

On March 13th, storage chip concept stocks were active, with TWSC's stock price reaching a historic high, up 8.14%. Global storage giant Seagate Tech warned that disruptions in helium supply could exacerbate memory shortages. Helium is essential in semiconductor manufacturing, and global supply is concentrated in a few countries, affected by the situation in the Middle East, leading to tight supply. Qatar's liquefied natural gas export plants have had no loading ships leaving port for five consecutive days, impacting helium supply

Invesco PHLX Semiconductor ETF

Seagate Tech

The "breath-cutting" crisis ignites the storage chip sector, concept stocks are active against the market trend, and TWSC hits a historical high

Penghua Guozheng Semiconductor Chip ETF(159813.SZ)

Core stocks hit new highs! Funds return to AI technology - Daoda talks to Doctor Niu

The storage chip sector continues its rally, with RAYNEN hitting the daily limit, ALLWINNERTECH surging over 15%, and INFOTMIC, TWSC, ACETRON, and Puya semiconductor following suit

Today, the Penghua Semiconductor ETF had a net subscription of 88 million units, with institutions stating that the demand for AI infrastructure is surging, and the supply-demand gap in storage will continue for 1-2 years

Prosperity Continues to Spread, Institutions Are Bullish on the Memory Chip Sector

A-share chip stocks show divergent trends: Hygon Information, Wingtech, and others rise, while the storage sector is under pressure