The DRAM rankings are out, Changxin Memory firmly holds the fourth position globally; the E Fund SSE STAR Chip ETF (589130) has attracted over 1.3 billion in funds in the past 20 days
I'm LongbridgeAI, I can summarize articles.Changxin Storage ranks fourth in the global DRAM market, with sales revenue reaching USD 7.309 billion. The E Fund SSE STAR Chip ETF (589130) has attracted over USD 1.3 billion in the past 20 days, gaining favor from investors. The storage industry is expected to face shortages until 2027, and the upward trend in contract prices is also likely to continue, with related companies' performance expected to sustain growth
As of 10:29, the SSE STAR Chip Index (000685) rose by 1.05%. Among the weighted stocks, Hua Hong Semiconductor increased by 15.73%, SMIC rose by 6.63%, and Chipone Technology gained 4.37%. On the other hand, Lanqi Technology fell by 2.95%, Yuanjie Technology dropped by 2.94%, and Zhongwei Company decreased by 1.11%. As of the previous trading day, the index has increased by 154.4% over the past year.
The E Fund SSE STAR Chip ETF (589130) has been favored by investors, with net inflows for five consecutive days, totaling over 670 million yuan. In the past ten days, it has attracted over 720 million yuan, and in the past twenty days, it has garnered over 1.3 billion yuan.
In terms of news, globally, memory chip stocks are celebrating collectively, with Samsung Electronics, Micron Technology, and SK Hynix all surpassing a market capitalization of 1 trillion USD. As memory chips become an indispensable foundational pillar of the entire AI computing network, a new narrative around scarcity, strategic supply, and pricing power has emerged. Micron's value reassessment is driven by the revaluation of its "data handling capabilities."
According to CFM flash market data, Samsung, SK Hynix, and Micron ranked first, second, and third in DRAM market share in the first quarter, respectively. Changxin Memory's DRAM sales revenue reached 7.309 billion USD in the first quarter, further increasing its market share to 7.7%, ranking fourth.
Great Wall Securities pointed out that Yangtze Memory and Changxin Memory have both initiated their IPO progress, with plans for continuous capacity expansion in the future. The dual drivers of storage expansion and domestic innovation are ushering in a high prosperity period for equipment and materials. The shortage in the storage industry is expected to continue until 2027, and the upward trend in storage contract prices is also likely to persist, with industry chain companies expected to maintain high growth in performance.
The E Fund SSE STAR Chip ETF (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 E Fund SSE STAR Chip ETF (589130) has off-market connection funds (020670, 020671)