E Fund CSI Semiconductor Material & Equipment Thematic ETF

CSI Semiconductor Index Hits New High as Industry-wide Price Hikes Surge

NSIG released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 1.084 B (forecast CNY 1.285 B), actual EPS CNY -0.146 (forecast CNY 0.04)

NAURA released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 10.32 B (forecast CNY 10.41 B), actual EPS CNY 2.2549 (forecast CNY 2.41)

KINGSEMI released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 330.59 M, actual EPS CNY 0.02

Skyverse released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 396.02 M, actual EPS CNY -0.21

Anji Technology released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 723.93 M (forecast CNY 723.93 M), actual EPS CNY 1.23 (forecast CNY 1.15)

Piotech released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 1.112 B (forecast CNY 1.061 B), actual EPS CNY 2

AMEC released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 2.915 B (forecast CNY 3.144 B), actual EPS CNY 1.47 (forecast CNY 0.8962)

CCTech released FY2025 earnings on April 24 After-Market (BJT), actual revenue CNY 5.292 B (forecast CNY 5.338 B), actual EPS CNY 2.09 (forecast CNY 1.9367)

CCTech released FY2025 Q4 earnings on April 24 After-Market (BJT), actual revenue CNY 1.513 B (forecast CNY 1.742 B), actual EPS CNY 0.739 (forecast CNY 0.73)

CCTech released FY2026 Q1 earnings on April 24 During-Market (BJT), actual revenue CNY 1.378 B (forecast CNY 991.51 M), actual EPS CNY 0.5472 (forecast CNY 0.4369)

KINGSEMI to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

NAURA to Release FY2026 Q1 Earnings Report on April 30 During-Market (BJT), Forecast Revenue CNY 10.41 B, EPS CNY 2.41

NATA OPTO-ELECT released FY2026 Q1 earnings on April 23 During-Market (BJT), actual revenue CNY 661.58 M, actual EPS CNY 0.18

NSIG to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 1.285 B, EPS CNY 0.04

Skyverse to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

Anji Technology to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 740.72 M, EPS CNY 1.5

CCTech to release FY2026 Q1 earnings on April 29 during market hours (BJT), forecast revenue CNY 991.51 M, EPS CNY 0.4369

HWATSING released FY2026 Q1 earnings on April 22 During-Market (BJT), actual revenue CNY 1.201 B (forecast CNY 1.173 B), actual EPS CNY 0.7 (forecast CNY 0.96)

Piotech to release FY2026 Q1 earnings report on April 28 during market hours (BJT), forecast revenue CNY 1.061 B

SOXL

159995

588170

562820

159516

159546

SOXX

512480

588780

588200

561980

159558

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Invesco Semiconductors ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

Global X Robotics & Artificial

SPDR S&P Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

GTJA Allianz Fund pointed out that the AI industry is driving the expansion of the semiconductor industry chain, with concentrated release of memory chip production capacity. It is expected that by 2027, the global memory chip market will undergo a structural transformation. High-quality domestic memory enterprises are rising, demonstrating strategic value in the AI era. HBM technology will be extended to consumer terminals, promoting upgrades in mobile phone memory, with a projected 92% surge in global HBM bit consumption by 2026. Investors can share in the industry's growth dividends by positioning themselves across the entire semiconductor industry chain and in the field of chip design for science and technology innovation

同壁财经

First Trust Nasdaq Food & Semicon

Roundhill Memory ETF

Samsung Electronics 

Polaris

Samsung Electronics Co., Ltd. Sponsored GDR

GTJA Allianz Fund: The tide of AI is unstoppable, and the semiconductor industry chain can still be laid out

SMSN

603578

Samsung workers are threatening an 18-day strike starting May 21, which could impact about 3% of global memory chip production. This news has positively affected competitors like Micron Technology, whose shares rose by 4.8%, reaching a market cap of $900 billion. Additionally, trading activity surged on the Hyperliquid platform, with MU contract trading volume hitting $140 million and open interest at $152 million. A whale took a significant long position in MU contracts, achieving a floating profit of $4.9 million, a 62% increase.

CoinLive

Micron Tech

THREE STARS NEW MATERIALS

XI2CSOPSMSN

Direxion Daily MU Bull 2X Shares

GF Fund CNI Semiconductor Chips ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XI2CSOPSMSN-U

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MU Daily ETF

SAMSUNG SEMICON

XL2CSOPSMSN

XL2CSOPSMSN-U

Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

Chinese memory module manufacturers are ramping up production of DDR5 chips, led by ChangXin Memory Technologies (CXMT). Powev has begun mass production of its Sinker-branded DDR5 server memories, while other vendors are also releasing products based on CXMT's technology. CXMT aims for a domestic listing to raise 29.5 billion yuan, with its revenue rising 97.8% year-on-year. The global memory market is experiencing a strong upcycle, driven by AI demand, creating opportunities for Chinese manufacturers to secure DRAM supply and expand their product offerings.

SCMP

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Yinhua MSCI China A ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

China Southern SSE STAR Chip ETF

XIAOMI-W

Xiaomi Corporation

TRANSSION

LENOVO GROUP

Lenovo Group

CMSC

Sugon

XIAOMI-WR

Xiaomi HK SDR 2to1

LENOVO GROUP-R

Chinese memory module makers ramp up production with new CXMT DRAM

QQEW

The Nasdaq experienced a significant drop, primarily due to losses in the semiconductor sector as investors took profits. The 10-year Treasury yield reached its highest level since February 2025, raising concerns about borrowing costs and stock valuations. Meanwhile, tensions with Iran continue as Trump postponed a military strike amid ongoing peace talks, contributing to geopolitical uncertainty.

- The Nasdaq experienced a significant decline due to losses in the semiconductor sector, as investors took profits after a rally.  
- The 10-year Treasury yield reached its highest level since February 2025, which raised concerns over borrowing costs and stock valuations.  
- Tensions with Iran continue, with Trump postponing a military strike during peace talks, which has slightly eased oil prices but maintains high geopolitical uncertainty.

First Trust NASDAQ-100 Equal Weighted

Invesco QQQ Trust

ProShares Ultra QQQ

Spdr Select Tech

SPDR S&P Software

Invesco Nasdaq 100 ETF

Proshares UltraPro QQQ

Pro Ultrshort Qqq

Direxion Semicon Bear 3X

Tianhong CSI Computer Theme ETF

iShares Expanded Tech Software Sector ETF

NASDAQ Composite Index

Tech selloff deepens as yields climb and Iran tensions linger

Asian markets showed mixed results, with Singapore's Straits Times Index reaching a record high. Indonesia and South Korea's indices fell over 3%, lagging behind the region. Semiconductor shares faced pressure, particularly in Taiwan and Japan. The Reserve Bank of Australia paused future rate hikes amid economic concerns related to the Iran conflict. Overall, major indices fluctuated, with some markets like India's Nifty 50 and Australia's S&P/ASX 200 gaining, while others like Indonesia's IDX continued to decline.

AASTOCKS News

Asian Markets Mixed; Singapore Hits Record High; Indonesia, S Korea Indices Each Slide Over 3% to Lag Region; Regional Semiconductor Shares Under Pressure

INTC

04335

AP Memory Technology Corp (Aipukeji) stated that with the increasing demand for new stacked silicon capacitors (S-SiCap), it is expected to drive revenue growth this year and next year. The company designs low-power memory chips and will provide integrated passive devices (IPD) for Intel's advanced packaging technology, known as Embedded Multi-die Interconnect Bridge (EMIB). AP Memory hopes to balance its product supply to avoid over-reliance on any single product

- AP Memory Technology Corp predicts revenue growth driven by increasing demand for new stack silicon capacitors amid the AI boom.  
- The company expects significant contributions from integrated passive devices as it balances its product offerings, aiming for sustainable growth.  
- AP Memory's revenue rose to NT$2.1 billion in Q1, with net profit more than doubling, while it seeks additional capacity through new foundry partnerships.

Intel

INTEL-T

GraniteShares 2x Long INTC Daily ETF

Taiwan Semiconductor

AP Memory seeks to balance rising demand

As of May 20, the semiconductor equipment ETF E Fund (159558) rose by 4.60%, with the latest price at 3.11 yuan, and a monthly increase of 41.43%. The fund's scale reached 7.318 billion yuan, with a net inflow of 190 million yuan on the previous trading day, strong liquidity, a transaction volume of 833 million yuan, and a turnover rate of 11.09%. This ETF primarily tracks the CSI Semiconductor Material & Equipment Thematic Index, with the top ten constituent stocks accounting for over 60% of the weight

The semiconductor equipment ETF E Fund (159558) rose by 4.60%, with a transaction volume of 833 million yuan, and a monthly increase of 41.43%

000001

中证全指

000300

Chinese stocks reached an 11-year high, driven by a tech rally fueled by AI optimism and strong export growth. The Shanghai Composite index rose 1.1% to 4,225.02, while the CSI 300 Index increased by 1.7%. The CSI Semiconductor Index surged 6.3% to a record high. China's export growth rebounded in April, supported by demand from AI-related industries. Additionally, the producer price index hit a 45-month high. Investors are also focused on the upcoming meeting between US President Trump and Chinese President Xi Jinping, discussing key global issues.

Businesstimes News

SSE Index

CSI 300

GX CN SEMICON

CAM CSI300

Guotai CSI Computer Theme ETF

Bosera CSI Semiconductor Industry ETF

GX CN SEMICON-U

CAM CSI300-R

GX CN ROBO&AI

China stocks hit 11-year high on AI optimism, exports rebound

FotoNation Ltd. and SEMIFIVE Inc. have announced a strategic collaboration to develop the TriSilica perceptual AI chip family, aimed at enhancing edge AI applications. SEMIFIVE will lead the turnkey development, leveraging its expertise in low-power IC design. This partnership marks SEMIFIVE's first venture into the European market, expanding its global presence. The initial product, TS-210, is set for a Multi-Project Wafer shuttle by the end of the year, utilizing Samsung Foundry's 8nm Low Power Ultimate process. This collaboration is expected to significantly advance image processing and sensor-fusion technology.

Fidelity

FotoNation and SEMIFIVE Announce Strategic Collaboration for Turnkey Development of TriSilica Perceptual AI Chip Family Using Samsung Foundry

E Fund CSI Semiconductor Material & Equipment Thematic ETF(159558.SZ)