The explosion of AI computing power drives the growth of the semiconductor materials market, the semiconductor equipment ETF Wanjia (159327) rises over 5% to reach a new high, and Shanghai Silicon Industry 20cm hits the daily limit

[AI computing power explosion drives semiconductor material market scale increase, semiconductor equipment ETF Wanjia (159327) rises over 5% to a new high, Shanghai Silicon Industry 20cm hits the limit] On May 19, major stock indices showed mixed results, with the semiconductor equipment concept surging. By the close, the semiconductor equipment ETF Wanjia (159327) rose 5.17%, reaching a new high with a trading volume exceeding 190 million. As of the previous trading day, the semiconductor equipment ETF Wanjia (159327) had a weekly increase of 9.25%, a monthly increase of 34.38%, a six-month increase of 66.72%, and a yearly increase of 140.69%. The past performance has been outstanding. Against the backdrop of the AI computing power explosion, the demand for 800G, 1.6T, and even 3.2T optical modules for SOI is growing exponentially. CITIC Construction Investment Securities believes that by 2026, the demand for 800G optical modules is expected to continue to grow rapidly, while the shipment scale of 1.6T will also see significant growth, and the R&D of 3.2T optical modules has officially begun, with various technical routes such as fast and narrow and slow and wide having considerable opportunities. The investor relations activity record of Shanghai Silicon Industry indicates that this year, 12-inch SOI will enter the mass production stage for the first time, with some products already relatively mature and beginning mass production. Currently, customers are mainly domestic and can be widely applied in silicon photonics, radio frequency, high voltage, and other fields. Everbright Securities' research report points out that AI data centers are driving storage demand, and the global semiconductor material market scale continues to increase. Driven by the demand for AI computing power, storage chips are accelerating their evolution towards higher stacking layers, significantly increasing the manufacturing process steps and material consumption for each chip. Meanwhile, global wafer fabs are in a large-scale capacity expansion cycle, and the continuous release of new wafer capacity will directly drive the procurement demand for upstream semiconductor materials. The Wanjia CSI Semiconductor Material & Equipment Thematic ETF (referred to as semiconductor equipment ETF Wanjia – 159327) closely tracks the semiconductor material equipment index. Among the top ten weighted stocks in the semiconductor equipment ETF Wanjia (159327), Zhongwei Company rose 9.29%, Northern Huachuang rose 3.63%, Tuojing Technology rose 5.66%, Changchuan Technology rose 7.11%, Huahai Qingshi rose 1.68%, Shanghai Silicon Industry hit the limit, Zhongke Feicai rose 8.81%, Nanda Optoelectronics rose 2.11%, Anji Technology rose 5.35%, and Jiangfeng Electronics rose 6.3%. The semiconductor equipment ETF Wanjia (159327) tracks the CSI Semiconductor Material & Equipment Thematic Index and continues to receive inflows of funds. In the previous trading day, it received a net inflow of 52.2217 million yuan. As of the previous trading day, the fund had a total net inflow of 196 million yuan in the past six months and a total net inflow of 582 million yuan in the past year. The semiconductor equipment ETF Wanjia (159327) focuses on core "bottleneck" links such as lithography, etching, thin film deposition, cleaning equipment, silicon wafers, and electronic special gases, covering leading companies like Northern Huachuang and Zhongwei Company, making it a pure "shovel seller" index fund Wanjia CSI Semiconductor Material & Equipment Thematic ETF (on-market abbreviation Semiconductor Equipment ETF Wanjia – 159327) closely tracks the CSI Semiconductor Material & Equipment Thematic Index, which selects 40 listed company securities from the Shanghai and Shenzhen markets involved in semiconductor materials and semiconductor equipment, reflecting the overall performance of listed company securities in the semiconductor materials and equipment sector in the Shanghai and Shenzhen markets. Off-market investors can also participate through the connection (Class A 023828, Class C 023829) to share in the upward trend of the semiconductor industry and the benefits of domestic chip production. (Funds carry risks, and investment should be cautious)