As of May 25, 2026, 14:29, the ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF (588170) rose by 5.49%, and the ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF (562590) increased by 4.81%. In terms of popular individual stocks, HYC rose by 20.00%, Shengmei Shanghai increased by 19.18%, SMIC rose by 17.79%, and companies like Tuojing Technology and Aisen Co., Ltd. also saw gains.

On the news front, according to the latest NAND Flash industry survey by TrendForce, in the first quarter of 2026, global cloud service providers (CSPs) are driving the demand for Enterprise SSDs to grow geometrically to meet the high-speed transmission and large-capacity requirements for building AI Server infrastructure. Additionally, due to the ongoing structural shortage of traditional HDDs, a large number of orders are shifting to QLC Enterprise SSDs. In the context of explosive demand and limited supply, the average selling price (ASP) of NAND Flash manufacturers is generally better than expected, leading to a 83.7% quarter-on-quarter revenue increase for the top five brands, surpassing $38.9 billion.

Related ETFs: ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF (588170) and its feeder funds (Class A: 024417; Class C: 024418): The index tracked is the only semiconductor equipment thematic index on the STAR Market, with nearly 80% of the content in memory chips and the highest advanced packaging content in the entire market (approximately 59%), focusing on hardcore equipment companies at the forefront of technological innovation.

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF (562590) and its feeder funds (Class A: 020356; Class C: 020357): The index tracked is the CSI Semiconductor Material and Equipment Thematic Index, with the highest content of semiconductor equipment in the entire market index (approximately 63%), directly benefiting from the certainty of demand for "shovel sellers" (equipment manufacturers) due to the global chip price surge