--- title: "The global semiconductor price increase is accelerating transmission, and the industry is entering a profit recovery phase. The semiconductor ETF Bosera surged during trading, rising by 1.91%" type: "News" locale: "en" url: "https://longbridge.com/en/news/282124346.md" description: "The global semiconductor industry is experiencing a price surge, driving profit recovery. The CSI Semiconductor Industry Index rose by 2.11%, and the Bosera Semiconductor ETF increased by 1.91%. Analysts believe that the price increase is driven by supply cost pressures and rising AI demand, which is expected to enhance the profit expectations of semiconductor companies. The overall prosperity of the related industrial chain is high, with orders and operational performance improving simultaneously. The Bosera Semiconductor ETF closely tracks the CSI Semiconductor Industry Index, reflecting the performance of listed companies in the core semiconductor industry" datetime: "2026-04-09T02:34:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282124346.md) - [en](https://longbridge.com/en/news/282124346.md) - [zh-HK](https://longbridge.com/zh-HK/news/282124346.md) --- # The global semiconductor price increase is accelerating transmission, and the industry is entering a profit recovery phase. The semiconductor ETF Bosera surged during trading, rising by 1.91% As of April 9, 2026, 10:11 AM, the CSI Semiconductor Industry Index (931865) surged by 2.11%. Among the constituent stocks, Zhongchuan Special Gas rose by 8.21%, Zhongke Feicai increased by 5.34%, Tuojing Technology went up by 4.56%, and stocks like Liandong Technology and Cambrian also followed suit. The Semiconductor ETF Bosera (159582) rose by 1.91%, marking a three-day consecutive increase. The latest price reported is 2.45 yuan. Looking at a longer time frame, as of April 8, 2026, the Bosera Semiconductor ETF has accumulated a 4.11% increase over the past week. In terms of liquidity, the Bosera Semiconductor ETF had a turnover rate of 6.39% during the day, with a transaction volume of 23.5926 million yuan. Over a longer period, as of April 8, the average daily transaction volume of the Bosera Semiconductor ETF over the past week was 35.9111 million yuan. On the news front, since April, a price increase wave sweeping the global semiconductor industry chain is accelerating from the cost side to the entire chain. Major international IDM manufacturers like Infineon and Texas Instruments, as well as leading domestic companies like Jinghe Integrated and Purun Co., 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, coupled 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. Xinda Securities pointed out that from the current industry feedback, driven by the accelerated release of AI demand, the overall prosperity of the relevant industry chain's upstream and downstream remains at a high level. Whether in computing power chips, infrastructure, core hardware segments, or supporting materials and components, there is a trend of simultaneous improvement in orders and operational performance, reflecting the continued support of a new round of technological cycles for the fundamentals. The Bosera Semiconductor ETF closely tracks the CSI Semiconductor Industry Index, which selects no more than 40 listed companies involved in semiconductor materials, equipment, and applications as index samples to reflect the overall performance of listed companies in the core semiconductor industry. Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Semiconductor Industry Index (931865) are Zhongwei Company, Northern Huachuang, Tuojing Technology, Cambrian, Changchuan Technology, Haiguang Information, SMIC, Huahai Qingsi, 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 financial instruments with fixed income expectations such as bank savings and bonds. Different types of funds have different risk-return situations. Investors may share in the profits generated by 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-return situation of funds and make cautious decisions based on their investment objectives, time frames, investment experience, and risk tolerance, and bear the risks themselves. 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