As of the close on April 17, 2026, the Guotai SSE STAR Chip ETF (589100) rose by 0.81%. The holdings include YUANJIE SEMICONDUCTOR, which increased by 10.05%, Shijia Photon, which rose by 9.49%, Naxinwei, which went up by 4.58%, Tianyue Advanced, which climbed by 3.81%, and Xindong Lianke, which gained 3.58%.
In terms of liquidity, the Guotai SSE STAR Chip ETF had a turnover rate of 3.5% during the trading session, with a transaction volume of 19.7746 million yuan. Looking at a longer time frame, as of April 17, the average daily transaction volume of the Guotai SSE STAR Chip ETF over the past week was 32.4283 million yuan.
Overall, semiconductor materials are experiencing a structural upturn driven by &#34;process inflation.&#34; The CMP polishing step has increased to 30 times in 7nm logic chips, the usage of single-target materials for 3D NAND has increased by over 40%, and the usage of HBM copper targets has reached more than three times that of traditional chips. Coupled with the opening of the domestic substitution window—key categories such as photoresists, etching liquids, and target materials are accelerating their verification pace, and the reassessment of supply chain security is significantly enhancing the willingness to introduce domestic materials.
Guosen Securities pointed out that attention should be paid to the upward cycle and low-position simulation chips and the strong demand for computing power chips. From a global perspective, the simulation chip market is currently in the early stages of an upward cycle after completing destocking. Additionally, SEMI indicated that driven by AI computing power and the global digital economy, the global semiconductor industry is expected to reach the trillion-dollar era, originally projected for 2030, ahead of schedule by the end of 2026. It is recommended to focus on the core growth points of the semiconductor industry chain, including computing power and storage.
As of April 16, the Guotai SSE STAR Chip ETF has seen a net value increase of 11.66% over the past six months, ranking in the top three among comparable funds. In terms of profitability, as of April 16, 2026, the Guotai SSE STAR Chip ETF has achieved a highest single-month return of 34.67% since its inception, with the longest consecutive months of increase being 4 months and the longest cumulative increase being 72.96%. The ratio of months with increases to decreases is 7/5, with an average return of 12.17% in the months of increase, and a historical one-year profit probability of 100.00%.
From a valuation perspective, the latest price-to-earnings ratio (PE-TTM) of the index tracked by the Guotai SSE STAR Chip ETF is only 152.44 times, which is at the 13.58% percentile over the past year, meaning the valuation is lower than 86.42% of the time in the past year, placing it at a historical low.
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, Lanke Technology, Zhongwei Company, Xinyuan Co., Ltd., Baiwei Storage, Tuojing Technology, YUANJIE SEMICONDUCTOR, and Hua Hong Company, with the top ten weighted stocks accounting for a total of 60.99%.
The Guotai SSE STAR Chip ETF (589100) provides a one-click layout for the entire scene of domestic &#34;chips,&#34; packaging the core leaders of the entire industrial chain and all categories of domestic chips
Guotai SSE STAR Chip ETF (589100), off-exchange connection (Guotai SSE STAR Chip ETF Initiation Connection A: 024853; Guotai SSE STAR Chip ETF Initiation Connection C: 024854)

688498

589100

589260

As of April 17, 2026, the Guotai SSE STAR Chip ETF rose by 0.81%, with the holdings in YUANJIE SEMICONDUCTOR hitting the daily limit. Institutions recommend focusing on simulation and computing chips, with an optimistic outlook for the semiconductor sector. In terms of liquidity, the ETF had an average daily trading volume of 32.4283 million yuan, with a net value increase of 11.66% over the past six months. Guosen Securities pointed out that the global semiconductor industry is expected to reach a trillion-dollar scale by the end of 2026, recommending attention to the computing and storage industry chain. The ETF's price-to-earnings ratio is at a historical low, indicating investment value

腾讯新闻 - 财经

YUANJIE SEMICONDUCTOR

Guotai SSE STAR Chip ETF

Guotai SSE STAR Chip Design Thematic ETF

Shijia Photons

Novosense

NOVOSENSE

SICC

XDLK

GUOSEN SECURITIES

STAR Chip Index

SMIC

Hygon Information Technology

Cambricon

Montage Technology

MONTAGE TECH

AMEC

VeriSilicon

Biwin

Piotech

Hua Hong

SMIC HK SDR 5to1

HUA HONG SEMI

Guotai SSE STAR Chip ETF rose by 0.81%, with holdings in YUANJIE SEMICONDUCTOR hitting the 10% daily limit. Institutions: Focus on simulation and computing power chips, the semiconductor outlook is promising