--- title: "AI-driven industry prosperity, in the first quarter, the procurement amount of semiconductor equipment in mainland China approached USD 10 billion, and the E Fund CSI Consumer Electronic Theme ETF (562950) has raised over 850 million in the past 5 days, with the weight of semiconductor + consumer electronics in the benchmark index accounting for nearly 70%" type: "News" locale: "en" url: "https://longbridge.com/en/news/286998433.md" description: "In the first quarter, the procurement amount of semiconductor equipment in mainland China approached USD 10 billion, and the E Fund CSI Consumer Electronic Theme ETF (562950) attracted over 850 million in the past 5 days. The CSI Consumer Electronic Theme Index rose by 1.42%, with an annual growth rate of 107.56%. The AI-driven expansion of computing power is driving domestic equipment demand, with a projected year-on-year increase of 25% in procurement amount by the first quarter of 2026. Guosen Securities pointed out that A-share semiconductor companies are entering a new growth phase, with AI and domestic demand boosting production volume" datetime: "2026-05-20T03:21:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286998433.md) - [en](https://longbridge.com/en/news/286998433.md) - [zh-HK](https://longbridge.com/zh-HK/news/286998433.md) --- # AI-driven industry prosperity, in the first quarter, the procurement amount of semiconductor equipment in mainland China approached USD 10 billion, and the E Fund CSI Consumer Electronic Theme ETF (562950) has raised over 850 million in the past 5 days, with the weight of semiconductor + consumer electronics in the benchmark index accounting for nearly 70% As of 10:33, the CSI Consumer Electronic Theme Index (931494) rose by 1.42%; among the weighted stocks, Luxshare Precision fell by 2.4%, Cambricon rose by 4.29%, Industrial Fulian fell by 2.73%, SMIC rose by 8.95%, Zhaoyi Innovation rose by 9.08%, BOE A fell by 1.39%, Lattice Semiconductor rose by 4.35%, Dongshan Precision fell by 0.87%, Huagong Technology rose by 7.24%, and OmniVision Technologies fell by 1.22%. The index has increased by 107.56% over the past year. The CSI Consumer Electronic Theme ETF E Fund (562950) tracks the CSI Consumer Electronic Theme Index and has recently attracted significant capital attention, raising over 850 million in the past five days. The CSI Consumer Electronic Theme Index has a high semiconductor content, with Wind data showing that the semiconductor weight accounts for 44.2%, making it the largest weighted stock, followed by consumer electronics at 24.9%, components at 16.4%, batteries at 5.4%, and optical optoelectronics at 5.3%. The surge in computing power driven by AI is strongly boosting domestic equipment procurement demand, and the Chinese semiconductor equipment market is experiencing continued growth. SEMI data shows that in the first quarter of 2026, the procurement amount of semiconductor equipment in mainland China is approximately USD 9.8 billion, a year-on-year increase of 25%, mainly driven by the expansion needs of foundries such as SMIC, Hua Hong Semiconductor, and Changxin Storage. Among these, etching, thin film deposition, and cleaning equipment account for the highest proportion. Guosen Securities pointed out that from the performance of A-share semiconductor companies, both revenue and profitability have entered a new growth phase. The combination of AI, domestic production, and local manufacturing demand is driving the continuous increase in domestic semiconductor production, with capacity utilization remaining high and in an expansion cycle. Computing power, storage capacity, and transportation capacity are the core growth points driven by AI, which is still in a period of rapid growth. The CSI Consumer Electronic Theme Index focuses on the core segments of the consumer electronics industry chain, covering sub-sectors such as electronic manufacturing, semiconductors, optical optoelectronics, and smart hardware, with a comprehensive layout in cutting-edge technology directions such as AI hardware, the Internet of Things, and smart terminals. The index constituents include leading companies across the entire consumer electronics industry chain, covering diverse scenarios such as smartphones, AI hardware, wearable devices, and smart home products, effectively diversifying the volatility risk of individual stocks or industries. Related products: Consumer Electronic ETF E Fund (562950) E Fund CSI Consumer Electronic Theme Link A (018896) E Fund CSI Consumer Electronic Theme Link C (018897) ### Related Stocks - [562950.CN](https://longbridge.com/en/quote/562950.CN.md) - [159995.CN](https://longbridge.com/en/quote/159995.CN.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Not much Nvidia? It's no problem for this semiconductor ETF](https://longbridge.com/en/news/286913028.md) - [The Most Crowded Trade On Earth Is Cracking](https://longbridge.com/en/news/286808606.md) - [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md) - [Jack Antonoff tells people who are making AI art to 'drive right off that cliff'](https://longbridge.com/en/news/286592426.md) - [How Beaten-Down Tempus AI Stock Offers a Lottery Ticket for Traders Here](https://longbridge.com/en/news/286786866.md)