Intel secures a major contract for AI chip foundry; the E Fund SSE STAR Chip ETF (589130) index rises over 2%, attracting more than 600 million in the past 20 days
I'm LongbridgeAI, I can summarize articles.Intel has received a large order from Google for 3 million TPU chips, marking a business breakthrough. Benefiting from this positive news and the collaboration with NVIDIA, the SSE STAR Chip Index rose over 2%, and the E Fund SSE STAR Chip ETF has attracted over 600 million in the past 20 days. Ping An Securities expects the global semiconductor market to grow by 27% by 2027, with the storage industry leading the way
As of 9:42, the SSE STAR Chip Index (000685) rose by 2.49%. Among the weighted stocks, Jiewa Technology rose by 15.68%, Dongxin Co., Ltd. rose by 8.92%, Shanghai Silicon Industry rose by 7.03%, Naxin Micro rose by 4.36%, and Zhongwei Company rose by 4.27%. As of the previous trading day, the index has increased by 119.22% over the past year.
The SSE STAR Chip ETF E Fund (589130) has been favored by investors, attracting over 160 million in the past 10 days and over 600 million in the past 20 days.
In terms of news, Google has placed an order with Intel for over 3 million TPU chips. At the same time, NVIDIA is testing its 18A process and EMIB packaging technology for use in a new architecture in 2028. SK Hynix is also conducting compatibility tests, marking a significant breakthrough window for Intel's foundry business. Additionally, NVIDIA announced a multi-year technical cooperation with SK Hynix to jointly advance storage technology for artificial intelligence factories.
Ping An Securities forecasts that by 2027, the global semiconductor market is expected to continue growing by 27%, with memory still leading the way. Currently, overseas CSPs are continuously increasing investments in AI infrastructure, driving the storage industry’s prosperity to continue rising, with products experiencing both volume and price increases. Considering the sustained high prosperity of AI, the intensity and sustainability of this storage cycle are expected to exceed the previous one.
The SSE STAR Chip ETF E Fund (589130) closely tracks the SSE STAR Chip Index, which selects securities from companies listed on the STAR Market involved in semiconductor materials and equipment, chip design, chip manufacturing, and chip packaging and testing to reflect the overall performance of representative chip industry listed companies on the STAR Market.
The off-market connection funds for the SSE STAR Chip ETF E Fund (589130) are (020670, 020671)