Likes ReceivedThe semiconductor equipment ETF E Fund (159558) has attracted over 270 million in the past 5 days.
As of 13:15, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose by 1.32%. Among the heavyweight stocks, Advanced Micro-Fabrication Equipment Inc. China (AMEC) rose by 1.9%, NAURA Technology Group Co., Ltd. rose by 1.4%, National Silicon Industry Group Co., Ltd. fell by 1.0%, Huahai Qingke rose by 2.2%, and Nata Opto-electronic Material Co., Ltd. rose by 0.2%. Additionally, LianDong Technology surged by 12.6%, Huahai Chengke Technology Co., Ltd. rose by 5.1%, Yake Technology rose by 4.1%, Guangli Technology rose by 4.1%, and Changchuan Technology rose by 3.9%.
The E Fund Semiconductor Equipment ETF (159558) tracks the CSI Semiconductor Materials and Equipment Theme Index and has been favored by capital, with net inflows exceeding 270 million in the past 5 days and over 3.6 billion in the past 60 days.
Recently, the Chairman of South Korea's SK Group pointed out at the NVIDIA GTC conference that due to systemic production bottlenecks, the global memory shortage is likely to persist until 2030. Meanwhile, several major international chip design companies and mature foundries have announced they will raise product prices starting in April. The latest data from the U.S. Semiconductor Industry Association also shows that global semiconductor sales in January 2026 surged by 46.1% year-on-year.
Shenwan Hongyuan stated that this round of price hikes exhibits distinct characteristics of full-chain transmission and domestic-overseas resonance. Under the combined effect of accelerating AI capital expenditure and rising metal prices like gold, silver, and copper, a comprehensive inflationary pattern of "busy season in the off-season" has formed in the first quarter of 2026. The global semiconductor industry chain is ushering in a systemic wave of price increases covering all segments and multiple categories. From capacity pricing for upstream wafer manufacturing, packaging, and testing, to terminal product pricing for midstream memory chips, MCUs, analog chips, and power semiconductors, and further to supporting passive components like resistors and inductors, and core auxiliary materials like connectors, the entire industry chain is simultaneously undergoing price restructuring.
The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials and Equipment Theme Index. This index focuses on the semiconductor equipment and materials sectors. According to Shenwan's three-tier industry classification, semiconductor equipment accounts for 63% of the index, giving it strong elasticity in the trend of localization.
The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click exposure to this high-growth sector, allowing investors to capture industry trend dividends amidst volatility, making it worthy of mid-to-long-term attention. Off-exchange investors can also consider the feeder fund A/C (021893/ 021894).
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