--- title: "The semiconductor industry shifts towards profit recovery, Guotai SSE STAR Chip ETF rises by 6.47%, enabling a one-click layout of the entire domestic chip industry chain" type: "News" locale: "en" url: "https://longbridge.com/en/news/282005223.md" description: "As of April 8, 2026, the SSE STAR Chip Index rose by 6.53%, and the Guotai SSE STAR Chip ETF increased by 6.47%. Montage Technology's revenue from memory interface chips is expected to grow by over 30% year-on-year in 2025, while AMEC's sales of etching equipment are projected to reach 9.832 billion yuan in 2025, a year-on-year increase of 35.12%. The industry is shifting from price competition to profit recovery, and analysts believe that the wave of price increases is driven by cost pressures on the supply side and increased demand from AI, which is expected to enhance the profit outlook for semiconductor companies" datetime: "2026-04-08T08:39:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282005223.md) - [en](https://longbridge.com/en/news/282005223.md) - [zh-HK](https://longbridge.com/zh-HK/news/282005223.md) --- # The semiconductor industry shifts towards profit recovery, Guotai SSE STAR Chip ETF rises by 6.47%, enabling a one-click layout of the entire domestic chip industry chain As of the close on April 8, 2026, the SSE STAR Chip Index (000685) surged 6.53%, and the Guotai SSE STAR Chip ETF (589100) rose 6.47%, achieving three consecutive increases. The latest price reported is 1.61 yuan. In terms of news, Montage Technology's revenue from memory interface chips is expected to grow by over 30% year-on-year in 2025, with revenue from the third-generation RCD chips exceeding that of the second generation. The fourth generation is in mass production, and the fifth generation is being launched, with significant increases in MRCD/MDB chip shipments. Meanwhile, AMEC's sales of etching equipment are projected to reach 9.832 billion yuan in 2025, a year-on-year increase of 35.12%; its tungsten series thin film deposition equipment has received repeat mass production orders from storage customers, and ALD titanium nitride and other metal gate products have completed validations from multiple advanced logic customers, with the capabilities of platform-type equipment continuously solidifying. Additionally, since April, major international IDM manufacturers such as Infineon and Texas Instruments, as well as leading domestic companies like Jinghe Integrated and Puran Co., Ltd., have been intensively issuing price adjustment notices, marking a shift in the industry from previous price competition to a profit recovery phase. Analysts believe that this round of price increases is driven by supply-side cost pressures and increased AI demand, combined with domestic industrial policies providing support, which is expected to directly boost the profit expectations of semiconductor companies. Among them, segments with increased localization rates for equipment and materials, as well as leading manufacturers capable of passing on costs, are likely to benefit first. The Guotai SSE STAR Chip ETF (589100) allows for a one-click layout of the entire scene of domestic "chips," packaging the core leaders of the entire domestic chip industry chain and all categories. Data shows that as of March 31, 2026, the top ten weighted stocks in the SSE STAR Chip Index are SMIC, Haiguang Information, Cambricon, Montage Technology, AMEC, Chipone, Bawen Storage, Tuojing Technology, Yuanjie Technology, and Hua Hong Semiconductor, with the top ten weighted stocks accounting for a total of 60.99% ### Related Stocks - [688008.CN](https://longbridge.com/en/quote/688008.CN.md) - [688012.CN](https://longbridge.com/en/quote/688012.CN.md) - [589100.CN](https://longbridge.com/en/quote/589100.CN.md) - [589260.CN](https://longbridge.com/en/quote/589260.CN.md) ## Related News & Research - [China’s Amec setting industry standard for chipmaking tech, founder says](https://longbridge.com/en/news/286736721.md) - [Buy this China chip stock, Citi says](https://longbridge.com/en/news/286775385.md) - [The big gating factor for advanced generative intelligence in our country is power, says Jim Cramer](https://longbridge.com/en/news/286483116.md) - [This beaten-down chip stock just did something it hasn't done in a year. Time to buy?](https://longbridge.com/en/news/286043141.md) - [Why everyone is talking about Lumentum stock -- and why investors should care](https://longbridge.com/en/news/286679327.md)