Semiconductor Equipment ETF E Fund (159558) received net subscriptions of 387 million units during trading hours, with nearly 9.9 billion in capital inflows over the past 20 days.

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As of 10:40, the CSI Semiconductor Materials and Equipment Theme Index (931743) fell by 3.12%. Among its weighted stocks, AMEC dropped 4.2%, NAURA dropped 3.35%, Changchuan Technology dropped 4.86%, Piotech dropped 5.61%, Hwatsing dropped 4.19%, Skyverse dropped 4.68%, Kingsemi dropped 2.45%, Huafeng Microelectronics dropped 2.88%, Kingsemi dropped 3.42%, and Siltronic China dropped 2.59%. As of the previous trading day, the index had risen by 185.93% over the past year.

The E Fund Semiconductor Equipment ETF (159558) continues to attract capital inflows. As of the previous trading day, the fund attracted over 4.1 billion RMB in net inflows over the past 10 days and over 9.9 billion RMB over the past 20 days. It received a net margin buy-in of 321 million RMB in the past month, ranking second among similar ETFs. As of press time, the fund received a net subscription of 387 million shares during intraday trading.

In terms of news, AMD signed a major deal with Anthropic covering hundreds of billions of dollars in AI servers, while also planning to invest up to $5 billion in Anthropic. According to the agreement, Anthropic will procure AMD's latest generation Instinct MI450 chips starting in the first half of 2027, with a total volume reaching 2 gigawatts. AMD's $5 billion investment in Anthropic will be released in tranches based on specific deployment milestones. This $5 billion investment marks AMD's first capital injection into this AI company, indicating that the deal goes far beyond a simple supplier relationship.

CSC Securities pointed out that global semiconductor equipment components are experiencing a historically rare wave of price increases across the entire supply chain. Pricing power in the semiconductor industry is structurally shifting from terminal chips to equipment and component segments. Component enterprises are relatively small with high fixed cost ratios, so price increases directly translate into profits; meanwhile, production line expansion cycles last 12-18 months, making supply elasticity the weakest. There is strong demand for domestic substitution and price increase logic driven by extended delivery times from overseas suppliers of valves, piping, ceramic parts, RF power supplies, and GASBOX.

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, possessing strong elasticity amid the trend of localization.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional accumulation in index investment. Its index product line comprehensively covers mainstream broad-based indices, involving multiple industry indices, covering cross-border and cross-market indices, reaching more than 10 exchanges globally. The professional index research and investment team possesses rich experience in product design and investment management.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click layout in this high-growth sector, allowing investors to capture industrial trend dividends amidst volatility. Off-exchange investors can also pay attention to the feeder funds Class A/C (021893/ 021894).