
The chip industry chain stocks have adjusted, pay attention to the semiconductor equipment ETF E Fund (159558) and the STAR Chip ETF E Fund (589130) for layout opportunities

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The chip industry chain stocks have adjusted, with the SSE STAR Chip Index and the CSI Semiconductor Material Equipment Theme Index falling by 3.4% and 3.7%, respectively. Guotai Securities expects global semiconductor sales to 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 a phase of enhancing high-end chip manufacturing capabilities and expanding production of memory chips, with the development of AI technology remaining the main focus and computing demand growing rapidly

