With the surge in computing power demand and continuous expansion of chip production, pay attention to the investment value of semiconductor equipment ETFs such as E Fund (159558) and other products

With the surge in computing power demand, the semiconductor industry continues to expand production, and related indices have performed strongly. The SSE STAR Chip Design Thematic Index rose by 1.7%, while the CSI Semiconductor Material Equipment Thematic Index increased by 1.1%. Guosen Securities predicts that global semiconductor sales will reach USD 82.54 billion in 2026, a year-on-year increase of 46.1%. The sales in the Chinese market are expected to grow by 47.0% year-on-year. The industry is currently in the stage of expanding high-end chip manufacturing and storage chip production, with AI technology remaining the main driving force