Semiconductor Equipment ETF E Fund (159558) received a net subscription of 9 million shares during the trading session.
As of 9:55, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose 0.28%. Among the constituent stocks, Naura Technology Group fell 0.48%, Advanced Micro-Fabrication Equipment Inc. fell 0.72%, Piotech Inc. rose 0.81%, Changchuan Technology rose 0.54%, National Silicon Industry Group fell 0.06%, Hwatsing Technology rose 0.16%, Skyverse Technology rose 0.45%, Nantong Jiangsu Nata Opto-electronic Material rose 1.46%, Anji Microelectronics rose 0.19%, Kingsemi fell 0.51%. As of April 2, the CSI Semiconductor Materials and Equipment Theme Index has risen 54.65% over the past year.
The E Fund Semiconductor Equipment ETF (159558) tracks the CSI Semiconductor Materials and Equipment Theme Index and has been favored by capital inflows. As of the previous trading day, the fund saw a net inflow of 106 million yuan in the past month and a net inflow of 3.393 billion yuan in the past three months. As of press time, the E Fund Semiconductor Equipment ETF (159558) received a net subscription of 9 million units during the trading session.
On the news front, in the past March, international semiconductor giants like Texas Instruments and Infineon announced price increases. Among them, some products from Texas Instruments saw a maximum increase of 85%, while mainstream products from Infineon are expected to rise by 5% to 15%. Additionally, the leading domestic foundry Nexchip announced a uniform 10% price increase for all its foundry products effective June 1st. Several chip design companies have also successively issued price increase notices. Companies like Jiejie Microelectronics, Chipsea Technology, Halo Microelectronics, and Novosense have generally raised prices by 10% to 20%.
AJ Securities believes that the core of this round of semiconductor industry upgrade is not just the expansion of terminal demand, but that AI is reshaping the value-bearing segments and supply constraint positions within the industrial chain. As computing power demand shifts from training to inference, the core driver of industry prosperity is gradually moving from the expansion of single advanced logic to the system-level capability upgrade represented by HBM, advanced packaging, and high-performance interconnects. Correspondingly, on the equipment side, industry competition is evolving from the domestic substitution of single-point equipment to deeper breakthroughs centered on key processes, complex yield rates, and platform capabilities.
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 the Shenwan three-tier industry classification, semiconductor equipment accounts for 63% of the index, giving it strong resilience amid the localization trend.
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. OTC investors may also consider the feeder fund classes A/C (021893/ 021894).
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