SPDB Science and Technology Innovation Chip Design ETF (589250) opened in the red, aiming for a 3-day winning streak.

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In overnight US markets, the chip sector bucked the trend and strengthened: Kioxia ADR surged over 13%, SanDisk rose over 8%, Western Digital gained over 5%, and Micron Technology climbed over 4%. In Asia-Pacific markets, SK Hynix and Samsung Electronics drove the South Korean KOSPI index to surge over 3% at one point.

On August 18, major A-share indices showed mixed performance, with the chip sector diverging in early trading.

As of 9:39, the STAR Chip Design ETF SPDB (589250) rose 0.07%, achieving a three-day winning streak; among sample stocks, Fudan Microelectronics gained 3.79%, Fengtu Technology rose 3.19%, Raytron increased 2.06%, Puya Shares advanced 1.72%, and Jiehua Tech climbed 1.26%, while VeriSilicon fell 5.97%, Chipown dropped 4.18%, Amlogic declined 2.02%, ASR Microelectronics-U fell 2%, and Goke Microelectronics decreased 1.81%.

Regarding earnings, Fudan Microelectronics released its semi-annual report: the company achieved operating revenue of RMB 2.225 billion in the first half of 2026, up 21.03% year-on-year; net profit attributable to shareholders of the listed company reached RMB 849 million, surging 338.58% YoY.

In news developments, five industry standards for certification and accreditation, including the 'General Evaluation Requirements for Certification Review of Automotive Chip Institutions,' were recently issued. These five standards establish the world's first national-level capability evaluation standard system targeting institutions across the entire automotive chip industry chain.

Data from the GGII (High-Work Intelligent Automotive Research Institute) shows that terminal deliveries of high-compute autonomous driving chips (>100 TOPS) in China exceeded 4.4 million units in 2025, accounting for over 64% of intelligent driving domain controller solutions.

Deutsche Bank believes automotive semiconductor prices are expected to continue rising in the future, driven primarily by low inventory of key components and fierce competition for capacity from AI data centers. Auto semiconductor revenue is projected to grow 5% QoQ in Q2 2026, significantly higher than the five-year average QoQ growth (+3%), marking the start of an inventory restocking cycle that will extend into H2 2026. Long-term, the growth narrative driven by automotive semiconductor content remains intact, and the cyclical bottom has passed.

The STAR Chip Design ETF SPDB (589250) closely tracks the SSE STAR Chip Design Theme Index (950162), highly focusing on 50 STAR Market chip design listed companies, with digital chip design weighting nearly 80%. It avoids semiconductor materials, equipment, manufacturing, and packaging/testing segments; within the chip sector, it offers lower valuation compared to the semiconductor material index, better aligning with industrial development trends.

In terms of elasticity, the SSE STAR Chip Design Theme Index includes only chip design companies on the STAR Market, with component stocks having daily price limits of ±20%, offering greater elasticity and stronger offensive potential.

Regarding growth, the STAR Chip Design ETF SPDB (589250) tracks the SSE STAR Chip Design Theme Index. Between January 5, 2024, and March 30, 2026, the underlying index accumulated a gain of 141.86%, ranking first among chip industry theme indices, outperforming the STAR Chip (133.60%), CSI All Share Semiconductor (97.77%), and Semiconductor Materials & Equipment (98.39%) indices.