On the news front, on Thursday afternoon, TSMC executives announced at the earnings conference that the company's capital expenditure is expected to approach the upper range of $52 billion to $56 billion in 2026. In the &#34;computing power arms race&#34; triggered by AI large models, the equipment industry has shifted from cyclical fluctuations to a structural growth trajectory, and semiconductor equipment manufacturers may become the most certain &#34;shovel sellers.&#34;
Zhongyuan Securities pointed out that according to SEAJ data, global semiconductor equipment sales in Q4 2025 increased by 8% year-on-year, while China's semiconductor equipment sales in Q4 2025 increased by 11% year-on-year. In February 2026, Japan's semiconductor equipment sales increased by 2.68% year-on-year but decreased by 1% month-on-month. SEMI expects global 300mm wafer fab equipment spending to grow by 18% to $13.3 billion in 2026. Global silicon wafer shipments increased by 8% year-on-year and 3.7% month-on-month in Q4 2025, and SEMI expects global silicon wafer shipments to continue to grow by 5.2% in 2026. The semiconductor industry is still in an upward cycle, with AI being an important driving force for the growth of the semiconductor industry.
As of April 17, 2026, 10:04 AM, the SSE STAR 200 Index (000699) rose by 0.83%. Component stocks such as Changguang Huaxin rose by 13.72%, Haitai Xinguang rose by 9.83%, Puyuan Jingdian rose by 7.14%, Niuwai CNC rose by 5.72%, and Dingyang Technology rose by 5.51%. The STAR 200 ETF Penghua (588240) rose by 0.83%, with the latest price reported at 1.69 yuan.
The STAR 200 ETF Penghua closely tracks the SSE STAR 200 Index, which selects 200 securities with smaller market capitalization and better liquidity from the Shanghai Stock Exchange STAR Market as samples. The SSE STAR 200 Index, along with the SSE STAR 50 Component Index and the SSE STAR 100 Index, constitutes the SSE STAR Market Scale Index Series, reflecting the overall performance of securities of listed companies in the STAR Market with different market capitalization sizes.
Data shows that as of March 31, 2026, the top ten weighted stocks in the SSE STAR 200 Index (000699) are Changguang Huaxin, Tengjing Technology, Juguang Technology, Dekeli, Jingzhida, Youkede, Jieput, Jiayuan Technology, Juhe Materials, and Weice Technology, with the top ten weighted stocks accounting for a total of 16.73%.
STAR 200 ETF Penghua (588240), off-market connection (A: 023926; C: 023927)

科创200

588240

TSMU

159516

SOXX

TSMX

588170

TSMG

This Thursday, TSMC executives announced at the earnings conference that capital expenditures are expected to approach USD 52 billion to USD 56 billion in 2026. Global semiconductor equipment sales are projected to grow by 8% year-on-year in the fourth quarter of 2025, with the Chinese market growing by 11%. The Penghua SSE Science and Technology Innovation Board 200 ETF rose by 0.83%, with the latest price at CNY 1.69, closely tracking the SSE STAR 200 Index, which reflects the overall performance of listed companies of different market capitalizations in the STAR Market

腾讯新闻 - 财经

Penghua SSE Science and Technology Innovation Board 200 ETF

GraniteShares 2x Long TSM Daily ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

SPDR S&P Semicon

iShares Semiconductor ETF

VanEck Semiconductor ETF

Direxion Daily TSM Bull 2X Shares

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Leverage Shares 2X Long TSM Daily ETF

Taiwan Semiconductor

CCSC

Everbright

RIGOL

SM Micro

SIGLENT

STAR 50

STAR 100

OPTOWIDE

Focuslight

TACLINK

SEICHITECH

UCloud

Guangdong Jiayuan Technology

Fusion

TZTEK

CC SECURITIES

Penghua SSE Science and Technology Innovation Board 200 ETF rose nearly 1%, TSMC's capital expenditure for 2026 is approaching peak levels