Guotai CES Semiconductor Chip Industry ETF (561310) surged over 1.5%, driven by rapid growth in demand for the consumer electronics sector

On April 9th, the Guotai CSI Consumer Electronic Theme ETF (561310) surged over 1.5%, driven by rapid growth in demand for the consumer electronics sector. Donghai Securities pointed out that in March 2026, the semiconductor industry will experience strong demand driven by AI, with prices continuing to rise. Global semiconductor demand is improving, with rapid growth in AI servers and new energy vehicles, and demand is expected to continue recovering in April. Despite high corporate inventories, the demand growth brought by AI has led upstream wafer foundries to raise prices. The increase in storage prices has extended to other semiconductor areas. Overall, the supply and demand pattern for semiconductors in April is expected to be positive