As of the morning close on April 2, 2026, the SSE STAR Chip Index fell by 2.46%. Among the constituent stocks, ShiJia Photon led with a rise of 7.00%, Jinghe Integrated rose by 4.25%, and TianYue Advanced increased by 1.15%; while ZhongKe FeiCe fell by 5.69%, TuoJing Technology dropped by 5.23%, and ZhongWei Company decreased by 4.96%. The Guotai STAR Chip ETF (589100) corrected by 2.49%, with the latest quote at 1.49 yuan.
In terms of liquidity, the Guotai STAR Chip ETF had a turnover of 2.49% during the session, with a transaction volume of 12.9923 million yuan. Looking at a longer time frame, as of April 1, the average daily transaction volume of the Guotai STAR Chip ETF over the past month was 26.4213 million yuan.
In terms of news, price increases are frequent, and the semiconductor industry is undergoing structural changes. In March, international semiconductor giants such as Texas Instruments and Infineon announced price hikes, with some products from Texas Instruments seeing increases of up to 85%, and the price increase for Infineon's mainstream products expected to be between 5% and 15%. Additionally, domestic wafer foundry leader Jinghe Integrated announced a uniform price increase of 10% for all wafer foundry products starting June 1. Several chip design companies have also issued price increase notices, with manufacturers like JieJie Microelectronics, XinHai Technology, XiDi Micro, and NaXin Micro generally raising prices by 10% to 20%.
CMS stated that this round of price increases is not merely a simple cyclical fluctuation, but a structural change driven by the explosive growth of the AI industry and rising upstream raw material costs. CITIC Securities believes that domestic leading wafer fabs are expected to continue expanding production, and the construction of advanced process production lines will provide significant market space for domestic semiconductor equipment and materials industries.
Data shows that as of March 31, 2026, the top ten weighted stocks in the SSE STAR Chip Index are SMIC, Haiguang Information, Cambricon, Lanke Technology, ZhongWei Company, Chipone Technology, Baiwei Storage, TuoJing Technology, Yuanjie Technology, and HuaHong Company, with the top ten weighted stocks accounting for a total of 60.99%

TI fired the first shot in implementing its price increase, with Q1 EPS of $1.68, significantly exceeding expectations by 23%. Analog Devices (ADI) follows suit with its earnings report scheduled for May 20th, and Morgan Stanley predicts its gains will surpass TI's. In this battle for the leading analog chip manufacturer, are you betting on TI or ADI?

TI fired the first shot in implementing its price increase, with Q1 EPS of $1.68, significantly exceeding expectations by 23%. Analog Devices (ADI) follows suit with its earnings report scheduled for May 20th, and Morgan Stanley predicts its gains will surpass TI's. In this battle for the leading analog chip manufacturer, are you betting on TI or ADI?

Analog Chips Hiking Prices 85% — Who Wins?

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As of April 2, 2026, the SSE STAR Chip Index has fallen by 2.46%. The Guotai STAR Chip ETF has adjusted by 2.49%, with the latest quote at 1.49 yuan. International semiconductor giants such as Texas Instruments and Infineon Technologies have announced price increases, with some products rising by as much as 85%. CMS pointed out that this round of price increases is driven by the growth of the AI industry and rising raw material costs. CITIC Securities expects domestic wafer fabs to continue expanding, providing market space for the semiconductor equipment and materials industry

腾讯新闻 - 财经

STAR Chip Index

Direxion Semicon Bull 3X

Guotai CSI Semiconductor Material Equipment Theme ETF

Texas Instruments

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

VanEck Semiconductor ETF

First Trust Nasdaq Food & Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco Semiconductors ETF

iShares Semiconductor ETF

Guotai CSI All Share Integrated Circuit ETF

CMSC

SPDR S&P Semicon

Infineon Technologies

CITIC SEC

Guotai SSE STAR Chip Design Thematic ETF

Guotai SSE STAR Chip ETF

CITIC Securities Co., Ltd.

Frequent price increases, Guotai's STAR Chip ETF has corrected over 2%, a one-click layout for opportunities in the structural transformation of the semiconductor industry