GF Fund SSE STAR Chip Design Thematic ETF

China Chip Design ETF Bounces Back; Morgan Stanley Sees Bright Future for Domestic AI Chips

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As of April 14, 2026, the SSE STAR Chip Design Thematic Index rose by 1.91%, and the E Fund SSE STAR Chip Design Thematic ETF increased by 1.59%, achieving three consecutive gains. In the past week, it has accumulated a rise of 12.51%, and in the past three months, the scale has grown by 166 million yuan. Industry institutions are optimistic about the market growth driven by domestic super nodes in AI training starting in 2026, with an expected market space reaching 341.4 billion yuan by 2028, with a CAGR of 194%

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E Fund SSE STAR Chip Design Thematic ETF

Tianhong SSE STAR Chip Design Thematic ETF

E Fund SSE STAR Chip Design Thematic ETF rose 1.59%, aiming for a three-day winning streak, as institutions are optimistic that domestic super nodes will begin to ramp up under the drive of AI training starting in 2026

Tianhong SSE STAR Chip Design Thematic ETF (589070) has seen a cumulative net inflow of over 46 million yuan in the past 20 trading days, ranking first among the same underlying assets. On April 10th, the three major A-share indices collectively closed higher, with the SSE STAR Chip Design Thematic Index rising by 2.06%. Several memory chip companies have reported first-quarter earnings forecasts that exceeded market expectations, indicating explosive growth in the industry. Huachuang Securities pointed out that the prosperity of the computing chip industry continues to rise, with demand for AI-related products maintaining rapid growth

In the past 20 days, Tianhong SSE STAR Chip Design Thematic ETF (589070) has accumulated a net inflow of over 45 million yuan, ranking first among the same category, with several memory chip companies expected to report positive performance in the first quarter

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Penghua SSE STAR Chip Design Thematic ETF rose over 4.2%, benefiting from the mass production prospects of domestic super node solutions. It is expected that by 2025, the market share of domestic AI accelerator cards will reach 41%. Domestic core switching chip manufacturers have achieved mass production of 25.6T products, and the industry is developing smoothly. The SSE STAR Chip Design Thematic Index surged strongly, with constituent stocks such as GREAT MICROWAVE and 3PEAK showing significant gains

3PEAK

Penghua SSE STAR Chip Design Thematic ETF

GREAT MICROWAVE

Penghua SSE STAR Chip Design Thematic ETF rose over 4.2%, and domestic super node solutions are expected to welcome a year of mass production

The Tianhong SSE STAR Chip Design Thematic ETF (589070) has performed strongly recently, with the underlying index rising over 2.73% and a net inflow of funds reaching 105 million yuan, growing its scale to 623 million yuan year-to-date. The index closely tracked by this ETF has increased by 46.12% over the past year, and the current valuation is at a near three-year low, offering strong cost-effectiveness. The market share of domestic GPUs is gradually increasing, and the National Integrated Circuit Industry Investment Fund supports the high-end chip design sector, promoting industry development

Funds continue to increase positions at low valuations! The Tianhong (589070) SSE STAR Chip Design ETF's underlying index has risen over 2%, with valuations below 99% of the time in the past three years

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On March 26th, the A-share chip semiconductor sector faced overall pressure, with core segments such as AI chips and memory chips generally weakening, while only a few CPU concept stocks rose against the trend. The CSI Chip Industry Index fell by 2.6%, and the SSE STAR Chip Design Thematic Index dropped by 2.4%. Despite the overall market weakness, the E Fund Semiconductor Equipment ETF saw a net subscription of 6 million shares, indicating a counter-trend increase in capital

E Fund CSI Chip Industry ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Universal CSI Chip Industry ETF

Tianhong CSI Chip Industry ETF

The overall chip industry chain is under pressure, while CPU concept stocks are active against the trend, and semiconductor equipment ETFs have seen increased funding against the trend

The chip industry chain stocks collectively rebounded, with the SSE STAR Chip Design Thematic Index rising by 2.7%. The STAR Chip Design ETF E Fund (589030) and the Chip ETF E Fund (516350) saw net inflows of 57 million yuan and 42 million yuan over the past three days, respectively. Industrial Securities pointed out that short-term rebound signals have emerged amid pessimistic sentiment, and the market may face a "stagflation" scenario in the medium to long term. However, the market has priced in pessimistic expectations, providing a foundation for recovery. It is recommended to pay attention to the North American and domestic computing power chains and the AI midstream and downstream

The chip industry chain stocks collectively rebounded, focusing on the investment value of the STAR Chip Design ETF E Fund (589030) and the Chip ETF E Fund (516350)

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The shortage of storage chips may last until 2030. A-share storage chip concept stocks are active, with the Tianhong (589070) ETF for innovative chip design seeing a net inflow of nearly 70 million yuan in the past five days. The SSE STAR Chip Design thematic index rose by 1.47%, and Biwin surged nearly 5%, reaching a historical high. The chairman of SK Group expects storage chip prices to continue rising, with AI development triggering a global storage "super inflation," benefiting the profit improvement and stock price increase of domestic storage companies

First Trust Nasdaq Food & Semicon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Biwin

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

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Guotai CSI All Share Integrated Circuit ETF

Storage giants warn that the shortage of storage chips may last until 2030! The Tianhong SSE STAR Chip Design Thematic ETF (589070) has seen a net inflow of nearly 70 million yuan in the past 5 days

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On March 11th, the SSE STAR Chip Design Thematic Index rose by more than 1%. The Tianhong SSE STAR Chip Design Thematic ETF (589070) had a trading volume exceeding 8 million yuan, with constituent stocks such as JoulWatt, GKCT, and Smarter Micro performing outstandingly. With the simultaneous rise in memory and CPU prices, the supply and demand pattern in the semiconductor industry is improving, and AI demand is driving growth in certain markets. It is expected that the localization of semiconductors will accelerate

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JoulWatt

Smarter Micro

The prices of memory and CPUs have risen simultaneously, and the Tianhong SSE STAR Chip Design Thematic ETF (589070) index has increased by over 1%. Institutions: The localization of semiconductors is expected to continue accelerating

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With the surge in computing power demand, the semiconductor industry continues to expand production, and related indices have performed strongly. The SSE STAR Chip Design Thematic Index rose by 1.7%, while the CSI Semiconductor Material Equipment Thematic Index increased by 1.1%. Guosen Securities predicts that global semiconductor sales will 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 the stage of expanding high-end chip manufacturing and storage chip production, with AI technology remaining the main driving force

Wanjia CSI Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

With the surge in computing power demand and continuous expansion of chip production, pay attention to the investment value of semiconductor equipment ETFs such as E Fund (159558) and other products

GF Fund SSE STAR Chip Design Thematic ETF(589210.SH)

E Fund SSE STAR Chip Design Thematic ETF rose 1.59%, aiming for a three-day winning streak, as institutions are optimistic that domestic super nodes will begin to ramp up under the drive of AI training starting in 2026

In the past 20 days, Tianhong SSE STAR Chip Design Thematic ETF (589070) has accumulated a net inflow of over 45 million yuan, ranking first among the same category, with several memory chip companies expected to report positive performance in the first quarter

Penghua SSE STAR Chip Design Thematic ETF rose over 4.2%, and domestic super node solutions are expected to welcome a year of mass production

Funds continue to increase positions at low valuations! The Tianhong (589070) SSE STAR Chip Design ETF's underlying index has risen over 2%, with valuations below 99% of the time in the past three years

The overall chip industry chain is under pressure, while CPU concept stocks are active against the trend, and semiconductor equipment ETFs have seen increased funding against the trend