--- title: "Self-controllable consensus is gradually emerging, and the urgency of domestic semiconductor substitution is imminent" description: "The semiconductor industry is showing a good development trend, with global and Chinese semiconductor sales increasing year-on-year for 8 consecutive months. In recent years, restrictions on China's a" type: "news" locale: "en" url: "https://longbridge.com/en/news/211052523.md" published_at: "2024-08-08T05:59:25.000Z" --- # Self-controllable consensus is gradually emerging, and the urgency of domestic semiconductor substitution is imminent > The semiconductor industry is showing a good development trend, with global and Chinese semiconductor sales increasing year-on-year for 8 consecutive months. In recent years, restrictions on China's advanced semiconductor core components have deepened, accelerating the demand for domestic substitution. Huafu Securities stated that the domestic wafer carrier market started late, with a huge market gap, and speeding up domestic substitution is imperative. The Semiconductor Equipment ETF (561980) is a passive index fund that tracks the CSI Semiconductor Index, which mainly focuses on upstream companies in the semiconductor equipment and materials industry chain. The development of the semiconductor industry has received high attention from the capital market and support from national policies On August 8th, the two markets fluctuated narrowly, with the semiconductor sector leading the way on the market. The CSI Semiconductor Index focusing on the upstream industry chain rose by 1.76%. In terms of individual stocks, Linkage Technology, Zhongjing Technology, and Shengmei Shanghai rose by over 6%, Xinyuan Micro rose by 4%, and Tojing Technology, Huafeng Measurement and Control, and Zhongwei Corporation rose by over 3%. In terms of ETFs, the semiconductor equipment ETF (561980) tracking this index surged before the midday break, fluctuated at a high level in the afternoon, and as of the time of writing, it rose by 1.74%. The upward trend continued to trade at a premium, indicating a possible ongoing capital layout. According to SIA data, global and Chinese semiconductor sales have achieved year-on-year growth for 8 consecutive months, maintaining double-digit year-on-year growth since the beginning of this year. In 2Q24, global semiconductor sales reached $149.9 billion, an 18.3% year-on-year increase and a 6.5% quarter-on-quarter increase, marking three consecutive quarters of year-on-year growth. Some institutions believe that the upward trend in the semiconductor cycle may be sustained. Huafu Securities stated that with the increasing restrictions on advanced semiconductor core components from overseas to China in recent years, consensus has been reached on the independent controllability of underlying technologies in the field of hard technology represented by the semiconductor industry. As the domestic wafer carrier market started relatively late and there is a huge market gap, it is urgent to accelerate the domestic substitution of high-end semiconductor wafer carrier products, which is pressing and cannot be delayed. The semiconductor equipment ETF (561980) passively tracks the CSI Semiconductor Index, which mainly focuses on 40 upstream companies in the semiconductor equipment, materials, and other industries. The top ten constituent stocks include North Huachuang, Zhongwei Corporation, SMIC, Veeco, HGL, HHQC, Tojing Technology, and NDL, accounting for approximately 75% of the total, indicating a relatively high index concentration. In terms of industry distribution, the index also focuses more on upstream equipment, materials, etc., with "semiconductor equipment + semiconductor materials" accounting for nearly 63%. From the perspective of the industrial chain, there is vast room for domestic substitution in the upstream semiconductor equipment and materials, which continues to receive high attention from the capital market and key support from national industrial policies. ### Related Stocks - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [CP00062.US - Semiconductor](https://longbridge.com/en/quote/CP00062.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [SOXS.US - Direxion Semicon Bear 3X](https://longbridge.com/en/quote/SOXS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 傳 OpenAI 最新融資有望突破 7800 億，亞馬遜、英偉達等參與投資 | OpenAI 即將完成新一輪融資的第一階段，預計融資額將超過 1,000 億美元，創下紀錄。首輪融資主要來自亞馬遜、軟銀、英偉達和微軟等戰略投資者，預計在本月底前確定投資方案。隨著 OpenAI 計劃進行基礎設施投資，公司整體估值可能超過 | [Link](https://longbridge.com/en/news/276419176.md) | | 傳 AMD 將向雲端運算初創 Crusoe 提供逾 23 億貸款擔保 | 超微半導體 (AMD) 將為雲端運算初創公司 Crusoe 提供 3 億美元的貸款擔保，用於採購及部署 AI 晶片。若 Crusoe 無法獲得客户，AMD 將租回其晶片。Crusoe 正轉型為 AI 基礎設施提供商，專注於 AI 雲端及數據 | [Link](https://longbridge.com/en/news/276420524.md) | | 黃仁勳：英偉達將發布幾款前所未有的全新晶片 | 英偉達執行長黃仁勳接受外媒訪問時稱，該企已經為下月的年度 AI 盛會 GTC 2026 準備了幾款前所未有的全新晶片。 他補充，「由於所有技術都已達到極限，所以沒有什麼是容易的」。但強調因擁有一支由英偉達和 SK 海力士的內存工程師組成的團 | [Link](https://longbridge.com/en/news/276419680.md) | | Prakash Investment Advisors LLC 出售了泛林集團（Lam Research Corporation）的 5,500 股股票 $LRCX | Prakash Investment Advisors LLC 已將其在泛林集團 (NASDAQ:LRCX) 的持股比例減少了 50.9%，在第三季度出售了 5,500 股。該公司目前持有 5,300 股，價值 710,000 美元。其他機 | [Link](https://longbridge.com/en/news/276445772.md) | | LPDDR 6 時代來臨！AI 需求太猛，下一代 DRAM 將比預期更快進入市場 | LPDDR6 性能較前代提升 1.5 倍，最快下半年正式商用，英偉達、三星及高通等巨頭正積極佈局。目前多數 HPC 半導體設計企業考慮並行搭載 LPDDR5X 及 LPDDR6 IP，特別是在 4 納米及以下先進製程芯片的設計中，需求出現得 | [Link](https://longbridge.com/en/news/276431575.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.