--- title: "The semiconductor industry chain strengthened again today, with the semiconductor material and equipment index rising more than 6% in the afternoon" type: "News" locale: "en" url: "https://longbridge.com/en/news/287011504.md" description: "The semiconductor material and equipment index surged over 6% today, mainly driven by the expansion of computing power triggered by AI. In the first quarter of 2026, China's semiconductor equipment procurement is expected to be approximately USD 9.8 billion, a year-on-year increase of 25%. Galaxy Securities analysis points out that the fullness of equipment orders and delivery pace will become key indicators of the industry's prosperity. Tianhong CSI Semiconductor Material & Equipment Thematic Index closely tracks related listed companies, with a product scale of approximately CNY 1.004 billion and a relatively low fee rate" datetime: "2026-05-20T05:34:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287011504.md) - [en](https://longbridge.com/en/news/287011504.md) - [zh-HK](https://longbridge.com/zh-HK/news/287011504.md) --- # The semiconductor industry chain strengthened again today, with the semiconductor material and equipment index rising more than 6% in the afternoon As of May 20, 2026, 13:23, the Semiconductor Materials and Equipment Index (931743) surged by 5.61%, with a peak increase of over 6% in the afternoon. Component stocks such as Shanghai Hejing and Zhongke Feice hit the daily limit, while Tuojing Technology rose by 13.22%, and stocks like China Shipbuilding Special Gas and Changchuan Technology also followed suit. On the news front, the AI-driven surge in computing power expansion is strongly driving domestic equipment procurement demand, and the Chinese semiconductor equipment market continues to improve. SEMI data shows that in the first quarter of 2026, the semiconductor equipment procurement amount in mainland China was 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 them, etching, thin film deposition, and cleaning equipment accounted for the highest proportion. 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. The capacity utilization rate remains high and is in an expansion cycle, with computing power, storage capacity, and transportation capacity being the core growth points driven by AI, which is still in a period of rapid growth. Galaxy Securities analysis believes that under the dual drivers of domestic advanced process and storage expansion, as well as the overflow of overseas/Taiwan orders, advanced packaging capacity remains tight. As equipment is the leading link in the expansion process, the order fullness and delivery rhythm will become key observation indicators for the transmission of prosperity in the industry chain. Regarding related products, Tianhong CSI Semiconductor Materials and Equipment Index (Class C: 021533; Class A: 021532) closely tracks the CSI Semiconductor Materials and Equipment Index. The CSI Semiconductor Materials and Equipment Theme Index selects 40 listed companies involved in semiconductor materials and semiconductor equipment as index samples, covering core material component stocks such as domestic semiconductor equipment, silicon wafers, photoresists, target materials, and special gases, and is expected to become one of the tools for capturing the overall prosperity of the semiconductor materials and equipment sector. According to the Q1 2026 report, the scale of Tianhong CSI Semiconductor Materials and Equipment Theme Index products is approximately CNY 1.004 billion. Wind data shows that the tracking error of Tianhong CSI Semiconductor Materials and Equipment Theme Index Class A is 2.85%, and Class C is 2.85%, which is at a relatively low level among similar products. The fund operation fee rate (management fee 0.4% + custody fee 0.1%) is 0.5%. The sales service fee for Tianhong CSI Semiconductor Materials and Equipment Theme Index Class C shares is 0.2%, with no redemption fee after holding for 7 days, which is at a relatively low level among similar products. The subscription fee for Tianhong CSI Semiconductor Materials and Equipment Theme Index Class A is 1%, and sales channels usually offer a 10% discount, with a redemption fee as low as 0.05% after holding for 30 days. The semiconductor materials and equipment sector has strong volatility elasticity, and users with a demand for segment operations can pay attention to Class C shares, while those wishing to hold long-term should prioritize Class A. Interested friends can search for Tianhong CSI Semiconductor Materials and Equipment Index (Class C: 021533; Class A: 021532) on channels such as Alipay, Tiantian Fund, and JD Finance to learn more Note: The annual return rates of the Semiconductor Material & Equipment Index (931743) over the past 5 years are: 2021 +34.42%; 2022 -31.93%; 2023 -5.13%; 2024 +9.68%; 2025 +53.70%. 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