On March 18, the three major A-share indices opened higher collectively, and the storage chip concept became active again. As of the time of publication, the SSE STAR Chip Design Thematic Index has risen by 1.47%, with component stocks such as Biwin rising nearly 5% to set a new historical high, Puran shares rising over 4%, and Shengke Communication and Lianyun Technology both rising over 3%.
Among the related ETFs, the Tianhong SSE STAR Chip Design ETF (589070) has seen significant capital inflows in recent days. Wind data shows that this ETF had a net inflow of over 12 million yuan yesterday, accumulating &#34;capital absorption&#34; of 68.52 million yuan in the past 5 days. The latest circulating share count for this ETF is 695 million shares, with a latest circulating scale of 632 million yuan.
The Tianhong SSE STAR Chip Design ETF (589070) has a price fluctuation range of 20%. This product closely tracks the SSE STAR Chip Design Thematic Index, which focuses on the core aspects of chip design, with nearly 95% of its related industry content, high industry concentration, and prominent &#34;chip content.&#34; Its component stocks include 50 leading enterprises in the chip field on the STAR Market.
According to Caixin, on Tuesday (March 17) local time, SK Group Chairman Chey Tae-won stated at the NVIDIA GTC conference that due to systemic bottlenecks in chip production, he expects the global memory chip shortage to likely continue until 2030. Meanwhile, he anticipates that prices for various types of storage chips, including DRAM, NAND, and HBM, will continue to rise, with the upward trend possibly lasting for a long time.
Guotai Haitong Securities pointed out that the development of AI has triggered a global storage &#34;super inflation,&#34; which has improved cash flow and shortened the depreciation recovery cycle for domestic storage companies that are in the growth phase. The improvement in profitability and stock prices is beneficial for these companies to leverage the capital market for capacity expansion, positively impacting the domestic packaging and testing, equipment, and other industry chains, and accelerating the process of domestic innovation.
<img src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/O2Z23usgPYugVa3crZWoiDecgYzb8qjKV5nP8v7a32NRkAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/O2Z23usgPYugVa3crZWoiDecgYzb8qjKV5nP8v7a32NRkAA/641"/>

FTXL

588170

688525

The shortage of storage chips may last until 2030. A-share storage chip concept stocks are active, with the Tianhong (589070) ETF for innovative chip design seeing a net inflow of nearly 70 million yuan in the past five days. The SSE STAR Chip Design thematic index rose by 1.47%, and Biwin surged nearly 5%, reaching a historical high. The chairman of SK Group expects storage chip prices to continue rising, with AI development triggering a global storage "super inflation," benefiting the profit improvement and stock price increase of domestic storage companies

腾讯新闻 - 财经

First Trust Nasdaq Food & Semicon

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Biwin

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GF Fund SSE STAR Chip Design Thematic ETF

E Fund SSE STAR Chip Design Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

XL2CSOPHYNIX

Tianhong SSE STAR Chip Design Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Storage giants warn that the shortage of storage chips may last until 2030! The Tianhong SSE STAR Chip Design Thematic ETF (589070) has seen a net inflow of nearly 70 million yuan in the past 5 days