Likes ReceivedThe semiconductor equipment ETF E Fund (159558) saw a net inflow of 1.33 billion yuan over the past three months.
As of 13:11, the CSI Semiconductor Materials and Equipment Theme Index (931743) fell 1.97%. Among its constituent stocks, AMEC fell 2.5%, NAURA fell 1.3%, NSIG rose 3.1%, Hwatsing Technology fell 3.9%, and Nata Opto-electronics Material rose 0.4%. Additionally, JSG rose 4.0%, SICC rose 3.9%, Jinhong Gas rose 3.8%, Changchuan Technology rose 0.6%, and Dinglong Shares rose 0.6%. As of April 22, the CSI Semiconductor Materials and Equipment Theme Index has gained 76.46% over the past year.
The E Fund Semiconductor Equipment ETF (159558) tracks the CSI Semiconductor Materials and Equipment Theme Index and has continued to see capital inflows. As of the previous trading day, the fund recorded a net inflow of RMB 173 million over the past week, RMB 225 million over the past month, RMB 1.33 billion over the past three months, RMB 3.72 billion over the past six months, and RMB 4.693 billion over the past year.
Recently, Wuhan Core Source Semiconductor issued a price adjustment notice, announcing that starting May 6, 2026, its entire product line will implement a new pricing system, and all product prices will need to be renegotiated.
This price adjustment is not an isolated case but continues the industry-wide price increase trend since early April. From Texas Instruments' maximum increase of 85%, to Nexchip's 10% foundry price hike, to the widespread 10%~20% increases by design companies like Puya Semiconductor and Fortior Technology, the price surge has spread from memory and analog chips to the core segment of CPUs.
Behind the industry's high prosperity is the explosive demand for AI computing power. SEMI (Semiconductor Equipment and Materials Institute) points out that the global semiconductor industry is at a historic inflection point, with the "trillion-dollar era" originally projected for 2030 expected to arrive early by the end of 2026. SEMI forecasts that the Chinese mainland semiconductor equipment market will account for about 30% of the global share in 2026, continuing to lead the world, and the localization rate of domestic equipment will also enter an accelerated penetration phase.
China Galaxy Securities notes that the global semiconductor supply chain's prosperity continued to rise in 2025, with both wafer foundry and semiconductor equipment shipments reaching record highs. AI-driven demand for advanced processes is strong, and mature process capacity is full, while semiconductor equipment spending in the Chinese mainland remains near historical highs. In 2026, memory prices are expected to continue their strong growth, with contract prices for DRAM and NAND Flash projected to rise significantly, supported by tight supply and robust demand.
The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which focuses on the semiconductor equipment and materials sectors. According to the Shenwan three-tier industry classification, semiconductor equipment accounts for over 60% 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, capturing industry trend dividends amid market volatility. Off-exchange investors can also consider the linked funds A/C (021893/021894).
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