--- title: "AGI-driven storage price increase, Shannon Semi's net profit expected to rise by up to 87 times, semiconductor ETF Bosera surges over 5%" type: "News" locale: "en" url: "https://longbridge.com/en/news/281966926.md" description: "As of April 8, 2026, the CSI Semiconductor Industry Index has risen by 5.63%, the semiconductor ETF Bosera has increased by 5.62%, and has accumulated a rise of 68.37% over the past year. Shannon Semi expects a net profit growth of 6714.72%-8747.18% in the first quarter of 2026. Hygon Information achieved a record high in operating revenue in the first quarter, growing by 68.06%. Soochow Securities pointed out that the demand for AI computing power is driving the global semiconductor equipment market to continue reaching new highs, supporting the upward trend of the industry's prosperity" datetime: "2026-04-08T02:49:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281966926.md) - [en](https://longbridge.com/en/news/281966926.md) - [zh-HK](https://longbridge.com/zh-HK/news/281966926.md) --- # AGI-driven storage price increase, Shannon Semi's net profit expected to rise by up to 87 times, semiconductor ETF Bosera surges over 5% As of April 8, 2026, 10:16, the CSI Semiconductor Industry Index (931865) surged by 5.63%. Among the constituent stocks, Zhiwei Company rose by 8.13%, Zhongke Feicai increased by 7.91%, Beifang Huachuang went up by 7.53%, and stocks like Kema Technology and Jingyi Equipment also followed suit. The semiconductor ETF Bosera (159582) increased by 5.62%, with the latest price reported at 2.37 yuan. Looking at a longer time frame, as of April 7, 2026, the Bosera semiconductor ETF has accumulated a rise of 68.37% over the past year. In terms of liquidity, the Bosera semiconductor ETF had a turnover rate of 8.02% during the trading session, with a transaction volume of 29.0033 million yuan. Over a longer period, as of April 7, the average daily transaction volume of the Bosera semiconductor ETF over the past year was 33.8855 million yuan. On the news front, Shannon Semi announced that it expects a net profit attributable to shareholders of the listed company for the first quarter of 2026 to be between 1.14 billion yuan and 1.48 billion yuan, an increase of 6,714.72%-8,747.18% compared to the same period last year. Driven by the strong growth in demand for generative artificial intelligence (AGI) applications, the industry's prosperity continues to rise, with prices of enterprise-level storage products continuously increasing, and the company's profitability improving significantly. Additionally, Hygon Information released its quarterly performance report, achieving an operating income of 4.034 billion yuan in the quarter, a year-on-year increase of 68.06%, setting a historical high; the net profit attributable to shareholders of the listed company reached 687 million yuan, a year-on-year increase of 35.82%. Dongxing Securities pointed out that against the backdrop of an explosion in AI computing power demand, the global semiconductor equipment market size continues to reach new highs. The wafer production capacity in mainland China still accounts for less than its sales proportion globally, with leading companies in logic and memory maintaining high capital expenditures. Coupled with the imminent IPO financing of two major memory manufacturers, the expansion momentum is sustainable, supporting the long-term upward trend in the prosperity of upstream equipment. The Bosera semiconductor ETF closely tracks the CSI Semiconductor Industry Index, which selects no more than 40 listed company securities involved in semiconductor materials, equipment, and applications from the listed companies to reflect the overall performance of the securities of core semiconductor industry listed companies. Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Semiconductor Industry Index (931865) are Zhiwei Company, Beifang Huachuang, Tuojing Technology, Cambrian, Changchuan Technology, Hygon Information, SMIC, Huahai Qingshi, Zhongke Feicai, and Nanda Optoelectronics, with the top ten weighted stocks accounting for a total of 75.13%. (The individual stocks mentioned in the text are for example only and do not constitute actual investment advice. Funds carry risks, and investment should be cautious.) The risk level of the above products is: medium-high (this is the manager's rating, specific sales are subject to the ratings of each distribution agency). Risk reminder: Funds are different from fixed-income financial instruments such as bank savings and bonds with expected returns. Different types of funds have different risk-return situations, and investors may share the profits generated from fund investments, but may also bear the losses brought by fund investments. Past performance of funds does not indicate future performance Investors should understand the risk and return situation of the fund, make cautious decisions based on their own investment objectives, time horizon, investment experience, and risk tolerance, and bear the risks themselves. 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