TSMC raises prices for 3nm again, with an increase of up to 15% in the second half of the year; the E Fund (589130) STAR Chip ETF's underlying index has risen over 160% in the past year
I'm LongbridgeAI, I can summarize articles.TSMC plans to raise the prices of its 3-nanometer process again in the second half of the year, with an increase of up to 15%. The STAR Chip Index ETF E Fund (589130) has risen over 160% in the past year, with continuous capital inflow. The SSE STAR Chip Index (000685) fell by 4.1%, but the overall market demand for domestic computing power chips is driving high prosperity in the semiconductor industry chain, and the wafer foundry industry is expected to continue to grow rapidly
As of 11:15, the SSE STAR Chip Index (000685) fell by 4.1%. Among the weighted stocks, Baiwei Storage rose by 1.84%, SMIC fell by 7.13%, Tuojing Technology fell by 4.55%, and Chipone fell by 3.94%. As of the previous trading day, the index had increased by 161.81% over the past year.
The STAR Chip ETF E Fund (589130) has been favored by investors, with net inflows for five consecutive days, totaling over 520 million, and over 680 million in the past ten days, and over 1.3 billion in the past twenty days.
On the news front, TSMC plans to raise its 3nm process prices again in the second half of the year, with increases of up to 15%, and may further rise by 5% to 10% next year. This round of price increases is not solely due to a single customer's demand but is a concentrated reflection of the fundamental changes in the supply-demand structure of advanced processes in the AI era.
On the demand side, cloud giants such as NVIDIA, AMD, Google, and AWS are accelerating the adoption of 3nm technology, with simultaneous demand for AI accelerators, customized ASICs, and flagship smartphone chips, driving 3nm production capacity to remain fully loaded. On the supply side, rising costs of overseas factories, increased depreciation pressure, and the still climbing yield rates in the early stages of 2nm mass production all support this price increase.
CITIC Construction Investment pointed out that the rapid development of domestic computing power chips has comprehensively driven the development of chip manufacturing, upstream equipment materials, and power supply support (power semiconductors), with the domestic semiconductor industry chain overall in a state of high prosperity. As the Chinese semiconductor industry chain gradually improves and domestic demand increases, it is expected that the Chinese wafer foundry industry market will continue to maintain a high-speed growth trend.
The STAR Chip ETF E Fund (589130) closely tracks the SSE STAR Chip Index, which selects securities related to semiconductor materials and equipment, chip design, chip manufacturing, and chip packaging and testing from companies listed on the STAR Market to reflect the overall performance of representative chip industry listed companies.
The STAR Chip ETF E Fund (589130) has off-exchange connection funds (020670, 020671)