The underlying index of the E Fund Science and Technology Innovation Chip Design ETF (589030) rose nearly 3%, aiming for six consecutive days of gains.

As of 13:14, the SSE STAR Market Chip Design Theme Index (950162) rose by 2.73%, aiming for six consecutive days of gains; among the constituent stocks, Hygon Information Technology rose by 1.76%, Montage Technology rose by 2.5%, Cambricon Technologies rose by 0.46%, VeriSilicon Microelectronics rose by 1.24%, Biwin Storage Technology rose by 11.84%, Raytron Technology rose by 1.44%, Doshin Semiconductor rose by 2.66%, Fudan Microelectronics rose by 3.83%, Zhanrui Technology rose by 8.21%, and Loongson Technology rose by 1.51%. As of April 13, the SSE STAR Market Chip Design Theme Index has gained 63.39% over the past year.

The E Fund STAR Market Chip Design ETF (589030) tracks the SSE STAR Market Chip Design Theme Index and has attracted significant capital inflows, with net inflows exceeding 180 million over the past 60 days.

Currently, driven by strong demand for AI computing power, the global chip industry has officially entered a new cycle of high prosperity. Memory chips, as a core sector, have become a key force driving industry growth. According to reports, memory giant SanDisk is accelerating the implementation of HBF technology, actively engaging with partners to build a prototype production line ecosystem, and plans to launch pilot operations by the end of the year.

TrendForce data shows that memory chip prices continued to rise in the second quarter, with contract prices for general-purpose DRAM and NAND flash memory increasing by 58%-63% and over 70% month-on-month, respectively. Strong inventory demand from end-user enterprises has further widened the supply-demand gap, driving the industry's prosperity to continue climbing.

UBS's latest research report points out that AI-driven HBM demand is continuously eroding DDR production capacity. Coupled with the simultaneous surge in demand from the traditional server replacement cycle and storage SSDs, the supply-demand gap in the global DRAM market will persist until the fourth quarter of 2027, marking an unprecedented memory super cycle not seen in nearly three decades.

Cinda Securities stated that the global AI industry chain continues to benefit from technological iteration and demand expansion. Overseas AI hardware manufacturers and domestic AI chip design companies face development opportunities. The memory market is showing signs of recovery as application scenarios diversify. Related companies are expected to achieve performance growth based on their technological accumulation and production capacity layout.

The E Fund STAR Market Chip Design ETF (589030) tracks the SSE STAR Market Chip Design Theme Index. This index covers all links in the industrial chain, including chip design, manufacturing, packaging & testing, and equipment, reflecting the overall development trend of the semiconductor industry. Digital chip design and analog chip design are the top two weighted sectors, accounting for over 90% combined.

E Fund is a leading comprehensive asset management institution in China, with over 20 years of professional experience in index investment. Its index product line comprehensively covers mainstream broad-based indices, involves multiple sector indices, spans cross-border and cross-market indices, and reaches over 10 exchanges globally. Its professional index investment and research team possesses extensive experience in product design and investment management.