As of April 15, 2026, 10:23, the SSE STAR Chip Index (000685) surged by 1.61%, with constituent stocks such as Cambricon rising by 5.64%, JH Technology by 5.48%, and Peak Technology by 3.85%. Stocks like Haiguang Information and Yuanjie Technology also followed suit. The STAR Chip ETF Bosera (588990) increased by 1.60%, aiming for an eighth consecutive rise. The latest price reported is 2.8 yuan. Looking at a longer timeframe, as of April 14, 2026, the STAR Chip ETF Bosera has accumulated a 12.33% increase over the past week.
In terms of liquidity, the STAR Chip ETF Bosera had a turnover rate of 5.58% during the trading session, with a transaction volume of 30.015 million yuan. Over a longer period, as of April 14, the average daily transaction volume of the STAR Chip ETF Bosera over the past year was 58.3632 million yuan.
On the news front, on April 14, the total market capitalization of leading domestic memory chip manufacturers Biwin, TWSC, and LONGSYS all surpassed 100 billion yuan, further validating the industry's prosperity. Public data shows that Biwin's net profit attributable to shareholders reached 1.5 billion to 1.8 billion yuan in the first two months of 2026, with a year-on-year growth rate approaching 1100%. Internationally, on April 14, Broadcom expanded its strategic cooperation with Meta, providing over 1 gigawatt of AI infrastructure support for Meta's Training and Inference Accelerator (MTIA) chips. Overnight, U.S. stock futures rose across the board, with memory chips seeing a pre-market rally.
The strong demand for AI storage is reshaping the storage structure of data centers, driving significant increases in DRAM and NAND prices. Dongfang Securities pointed out that the AI inference process significantly enhances the demand for active data storage, coupled with storage manufacturers prioritizing the allocation of bit output to server-related products, leading to a continued tight supply of general storage; TrendForce predicts that the contract price of general DRAM will increase by 58–63% quarter-on-quarter in Q2 2026, and the contract price of NAND Flash across all product lines will increase by 70–75% quarter-on-quarter. Meanwhile, CSP customers have a high acceptance of price increases and long-term agreements, with giants like Samsung and Micron signing multi-year long-term agreements (LTA) with Google and Microsoft to secure future capacity, potentially extending the profitability cycle for storage manufacturers.
The STAR Chip ETF Bosera closely tracks the SSE STAR Chip Index, which selects securities from STAR Market listed companies involved in semiconductor materials and equipment, chip design, chip manufacturing, chip packaging, and testing as index samples to reflect the overall performance of representative chip industry listed companies on the STAR Market.
Data shows that as of March 31, 2026, the top ten weighted stocks in the SSE STAR Chip Index (000685) are SMIC, Haiguang Information, Cambricon, Lattice Semiconductor, Zhongwei Company, Chipone, Biwin, Tsinghua Unigroup, Yuanjie Technology, and Hua Hong Semiconductor, with the top ten weighted stocks accounting for a total of 60.99%
STAR Chip ETF Bosera (588990), off-market connection (Bosera SSE STAR Chip ETF Initiated Connection A: 022725; Bosera SSE STAR Chip ETF Initiated Connection C: 022726).
(The individual stocks mentioned in the text are for example purposes only and do not constitute actual investment advice. Funds carry risks, and investment should be approached with caution.) The risk level of the above products is: medium-high (this is the manager's rating; specific sales are subject to the ratings of each distribution agency). Risk warning: Funds are different from financial instruments with fixed income expectations such as bank savings and bonds. Different types of funds have different risk-return profiles. Investors may share in the returns generated by fund investments, but they may also bear the losses arising from fund investments. Past performance of funds does not indicate future performance. Investors should understand the risk-return profile of funds and make cautious decisions based on their own investment objectives, time horizons, investment experience, and risk tolerance, and bear the risks themselves. They should not rely on sales practices and promotional materials that do not comply with legal and regulatory requirements

TI fired the first shot in implementing its price increase, with Q1 EPS of $1.68, significantly exceeding expectations by 23%. Analog Devices (ADI) follows suit with its earnings report scheduled for May 20th, and Morgan Stanley predicts its gains will surpass TI's. In this battle for the leading analog chip manufacturer, are you betting on TI or ADI?

TI fired the first shot in implementing its price increase, with Q1 EPS of $1.68, significantly exceeding expectations by 23%. Analog Devices (ADI) follows suit with its earnings report scheduled for May 20th, and Morgan Stanley predicts its gains will surpass TI's. In this battle for the leading analog chip manufacturer, are you betting on TI or ADI?

Analog Chips Hiking Prices 85% — Who Wins?

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588990

As of April 15, 2026, the SSE STAR Chip Index surged by 1.61%, and the STAR Chip ETF Bosera rose by 1.60%, marking an eighth consecutive increase. The market capitalization of leading domestic storage chip manufacturers Biwin, TWSC, and LONGSYS has all surpassed 100 billion yuan, validating the industry's prosperity. The strong demand for AI storage has driven significant increases in DRAM and NAND prices, with DRAM contract prices expected to rise by 58–63% quarter-on-quarter in Q2 2026. Storage manufacturers are signing long-term agreements with major clients, extending their profit cycles

腾讯新闻 - 财经

TWSC

STAR Chip Index

LONGSYS

Biwin

Bosera SSE STAR Chip ETF

The market capitalization of the three domestic storage giants exceeds 100 billion, the prosperity of the chip industry continues to be validated, and the Bosera SSE STAR Chip ETF rose by 1.60%, hitting an 8-day winning streak