Production capacity being squeezed by AI, automotive-grade storage chips surged by 180%; E Fund SSE STAR Chip ETF (589130) underlying index rose by 2.55%
I'm LongbridgeAI, I can summarize articles.Due to the impact of AI demand squeezing production capacity, the prices of automotive-grade storage chips have surged by 180%, leading to increased costs for car manufacturers and higher selling prices. Against this backdrop, the SSE STAR Chip Index has risen by 2.55%, and the E Fund SSE STAR Chip ETF (589130) has attracted over 600 million in funds in nearly 20 days, becoming highly favored by investors
As of 10:52, the SSE STAR Chip Index (000685) rose by 2.55%. Among the weighted stocks, Jiewa Technology hit the daily limit, Shanghai Silicon Industry rose by 17.66%, Dongxin Co., Ltd. rose by 6.68%, Shijia Photonics rose by 5.77%, and China Resources Micro rose by 5.43%. Longxin Zhongke fell by 0.12%, Cambrian fell by 0.11%, and Huahong Grace fell by 0.01%. As of the previous trading day, the index has increased by 119.22% over the past year.
The E Fund SSE STAR Chip ETF (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, over the past three months, the overall price increase of automotive-grade storage chips has been about 180%. According to incomplete statistics, more than ten domestic new energy vehicle companies have recently raised prices or tightened discounts, generally ranging from 2,000 to 6,000 yuan.
In fact, there have long been warnings in the automotive supply chain about the price increase of storage chips. Nio's Li Bin stated in January that the biggest cost pressure this year is the rise in memory prices, which is a common problem for the entire industry; Li Auto's Vice President of Supply Chain, Meng Qingpeng, also predicted that the supply satisfaction rate of storage chips in the automotive industry may be less than 50% by 2026.
The surge in AI demand is one of the core driving forces behind the rising prices of automotive storage. The world's three major storage chip suppliers, Samsung, SK Hynix, and Micron, have allocated over 80% of their advanced process capacity to AI servers, significantly narrowing the supply space for the automotive market. Meanwhile, the rapid evolution of automotive intelligence continues to drive up the storage demand per vehicle.
According to a research report from CITIC Securities, domestic wafer fabs are expected to accelerate production expansion by 15% quarter-on-quarter in Q1 2026, with the utilization rate of mature process capacity rebounding to 92%. Coupled with the first batch of projects from the Big Fund Phase III driving a year-on-year increase of over 40% in equipment bidding volume, the dual drive of "destocking + order replenishment" in the supply chain has entered the initial stage of realization.
The E Fund SSE STAR Chip ETF (589130) closely tracks the SSE STAR Chip Index, which selects securities related to semiconductor materials and equipment, chip design, chip manufacturing, chip packaging, and testing from companies listed on the STAR Market to reflect the overall performance of representative chip industry listed companies on the STAR Market.
The E Fund SSE STAR Chip ETF (589130) has off-market connection funds (020670, 020671)