Bosera SSE STAR 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

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

BofA upgrades Hua Hong target price to $63 but reiterates Underperform rating on Q1 results

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

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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

STAR Chip Index

LONGSYS

Biwin

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

As of April 13, 2026, the SSE STAR Chip Index rose by 2.22%, and the Bosera SSE STAR Chip ETF increased by 2.21, marking a six-day consecutive rise. The export of memory chips is expected to grow, and AI trade has become a new engine for China's exports. China Merchants Securities pointed out that domestic innovative chips are facing historic opportunities, particularly optimistic about the explosive demand for memory chips and domestically produced large computing power chips

The storage chip sector is repeatedly active, with the Bosera SSE STAR Chip ETF rising over 2%, aiming for a six-day winning streak

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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

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Puya semiconductor

ALLWINNERTECH

Harvest SSE STAR Chip ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

INFOTMIC

Penghua Guozheng Semiconductor Chip ETF

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

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

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

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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 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

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SAMSUNG SEMICON

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SAMSUNG FANG

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Samsung Electronics Co., Ltd. Sponsored GDR

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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%

Bosera SSE STAR Chip ETF(588990.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

The storage chip sector is repeatedly active, with the Bosera SSE STAR Chip ETF rising over 2%, aiming for a six-day winning streak

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

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

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%