---
title: "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"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281961396.md"
description: "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"
datetime: "2026-04-08T02:29:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281961396.md)
  - [en](https://longbridge.com/en/news/281961396.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281961396.md)
---

# 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

In terms of news, against the backdrop of the domestic AI accelerator card share soaring to 41% (approximately 1.65 million units) by 2025, Ethernet is breaking the NVLink monopoly. Currently, domestic core switch chip manufacturers have achieved mass production of 25.6T products for major manufacturers, coupled with the launch of a 100,000-card cluster by leading companies (with latency as low as 4 microseconds and network utilization exceeding 95%), the industrial path is fully smooth.

Institutions believe that the domestic super-node solution led by Shengke Communication is ushering in its first year of mass production, and the core market logic is shifting from single-card process competition to super-node architecture (Scale Up) driven "network computing power." Coupled with the completion of share reductions by core manufacturers' major funds, this reconstruction of computing power infrastructure is driving domestic computing power to leap into a performance realization period of simultaneous volume and price increase, becoming the most core Alpha in 2026.

As of April 8, 2026, 10:12 AM, the SSE STAR Chip Design Thematic Index (950162) surged 4.27%, with constituent stocks such as Zhenlei Technology rising 14.02%, 3PEAK rising 9.17%, Shengke Communication rising 7.66%, and stocks like Lanqi Technology and Fudan Microelectronics also rising. The SSE STAR Chip Design Thematic ETF Penghua (589170) rose 4.24%, aiming for a three-day consecutive increase. The latest price reported is 0.91 yuan.

The SSE STAR Chip Design Thematic ETF Penghua closely tracks the SSE STAR Chip Design Thematic Index, which selects the securities of listed companies involved in the chip design field within the STAR Market as index samples to reflect the overall performance of listed company securities in the chip design field.

Data shows that as of March 31, 2026, the top ten weighted stocks in the SSE STAR Chip Design Thematic Index (950162) are Lanqi Technology, Haiguang Information, Xinyuan Co., Ltd., Baiwei Storage, Cambrian, Ruichuang Micro-Nano, Dongxin Co., Ltd., Jingchen Co., Ltd., Longxin Zhongke, and Zhenlei Technology, with the top ten weighted stocks accounting for a total of 58.85%

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