As of April 15, 2026, at 13:08, the CSI Semiconductor Industry Index (931865) surged by 1.93%. The constituent stocks Cambricon rose by 5.56%, CCTech rose by 5.26%, and SMIC rose by 3.93%, with stocks like Haiguang Information and Zhaoyi Innovation also following suit. The semiconductor ETF Bosera (159582) increased by 1.51%, with the latest price reported at 2.55 yuan. Looking at a longer time frame, as of April 14, 2026, the Bosera semiconductor ETF has accumulated an increase of 11.96% over the past week.
In terms of liquidity, the Bosera semiconductor ETF had a turnover of 8.37% during the trading session, with a transaction volume of 30.7527 million yuan. Over a longer time frame, as of April 14, the average daily transaction volume of the Bosera semiconductor ETF over the past week was 51.9003 million yuan.
On the news front, global semiconductor sales growth has reached a new high, with price increases in memory, foundry, and other sectors starting since March, marking a full transition from a destocking phase to a restocking phase in the industry. The explosive demand for AI computing power has become the core engine, with the supply-demand gap for HBM (High Bandwidth Memory) continuing to widen. Leading memory companies like SK Hynix have full order books and profits exceeding expectations. At the same time, domestic foundries like SMIC and Hua Hong Semiconductor are accelerating capacity expansion, with strong demand for equipment and materials, leading to an upward transmission of industry chain prosperity.
Additionally, strong external market sentiment catalyzed the situation. On April 15, the Japanese and South Korean stock markets opened high, with semiconductor concept stocks collectively strengthening, and SK Hynix rising over 5% to set a new historical high.
Caitong Securities stated that the continuous growth in AI computing power, data centers, and smart terminals is driving the global semiconductor industry into an upward phase, directly boosting the capital expenditure levels and utilization rates of foundries. In this context, semiconductor materials, due to their consumption and repurchase attributes, have become the ultimate beneficiaries after capacity implementation. Furthermore, in advanced logic, HBM, 3D NAND, and other high-complexity processes, some important material categories do not simply follow the growth in wafer numbers but show an increase in single wafer usage, an increase in the number of categories, or a rise in prices, leading to composite inflation. Therefore, during the industry's upward phase, certain segments of the industry chain exhibit stronger growth elasticity and performance certainty.
The Bosera semiconductor ETF closely tracks the CSI Semiconductor Industry Index, which selects no more than 40 listed companies involved in semiconductor materials, equipment, and applications from the listed companies to reflect the overall performance of the securities of core semiconductor industry listed companies.
Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Semiconductor Industry Index (931865) are Zhaoyi Innovation, Northern Huachuang, Tuojing Technology, Cambricon, CCTech, Haiguang Information, SMIC, Huahai Qingshi, Zhongke Feicai, and Nanda Optoelectronics, with the top ten weighted stocks accounting for a total of 75.13%.
(The individual stocks mentioned in the text are for example purposes only and do not constitute actual investment advice. Funds carry risks, and investments should be made cautiously.) The risk level of the above products is: medium to 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 situations. Investors may share in the profits generated by fund investments, but they may also bear the losses brought about by fund investments
Past performance of funds does not indicate future results. Investors should understand the risk-return profile of the fund and make cautious decisions based on their own investment objectives, time horizon, investment experience, and risk tolerance, while bearing the risks themselves. They should not rely on sales practices or promotional materials that do not comply with legal and regulatory requirements

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Global semiconductor sales growth hits a record high, with the semiconductor ETF Bosera rising 1.51% in the afternoon, the latest price reported at 2.55 yuan. The CSI Semiconductor Industry Index increased by 1.93%, with component stocks such as Cambricon and CCTech showing significant gains. The industry has shifted from destocking to restocking, with a surge in AI computing power demand driving the semiconductor boom. The Japanese and South Korean stock markets opened higher, and semiconductor concept stocks generally strengthened. Caitong Securities pointed out that the growth of AI computing power and data centers will continue to drive the development of the semiconductor industry

腾讯新闻 - 财经

CCTech

Cambricon

Guotai CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Merchants CSI Semiconductor Industry ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest SSE STAR Chip ETF

Bosera CSI Semiconductor Industry ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Harvest CSI All Share Integrated Circuit ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

SMIC

Hygon Information Technology

AMEC

HUA HONG SEMI

Hua Hong

CAITONG SECURITIES

NAURA

Piotech

HWATSING

Skyverse

NATA OPTO-ELECT

SMIC HK SDR 5to1

Global semiconductor sales growth hits a record high, semiconductor ETF Bosera surged over 1.5% in the afternoon