Overnight US stock semiconductor rebounded, Semiconductor Equipment ETF WanJia (159327) rose over 5%

In overseas markets, the semiconductor sector rebounded across the board. Overnight, the US stock market's Philadelphia Semiconductor Index rose by 5.21%. The South Korean KOSPI index also surged over 5%, driven by storage giants such as SK Hynix and Samsung Electronics.

Yesterday, the broader market experienced a sharp V-shaped recovery, with semiconductors leading the gains. The Vanke Semiconductor Equipment ETF (159327) hit the daily limit up.

On July 22, major indices showed mixed performance, but the semiconductor sector continued its upward trend, with equipment stocks leading the charge.

As of 10:40, the Vanke Semiconductor Equipment ETF (159327) had risen by 5.36%, with trading volume exceeding 270 million yuan.

The Vanke Semiconductor Equipment ETF (159327) continues to attract capital inflows. As of the previous trading day, the fund recorded a net inflow of 1.125 billion yuan over the past month.

As of the previous trading day, the Vanke Semiconductor Equipment ETF (159327) saw a gain of 62.42% over the past three months and 192.88% over the past year, demonstrating outstanding historical performance.

On the news front, it was reported that TSMC plans to increase foundry prices for advanced and mature process chips in 2027, with hikes reaching up to 10%, to cope with rising costs from materials, manufacturing equipment, and new overseas factory construction. Earlier, TSMC raised its full-year 2026 capital expenditure guidance from $52–56 billion to $60–64 billion.

Regarding domestic computing power, recently, a Tencent Cloud executive stated at a sub-forum of the World Artificial Intelligence Conference that the company would deploy domestic computing power on a large scale to minimize inference costs. The company expects to deploy NPO (Near-Packaging Optics) super nodes in Q4 2026 and called for unified global industry standards for NPO.

Guotai Haitong Securities pointed out that the sustained high demand for AI computing power is expected to support strong global demand for semiconductor equipment. According to SIA data, global semiconductor sales reached $120.61 billion in May 2026, more than doubling compared to the same period in 2025. SEMI forecasts that global semiconductor equipment sales will reach $165.9 billion in 2026, a 23.1% year-on-year increase, significantly revised upward from late 2025, and will hit $229.5 billion by 2028.

The Vanke CSI Semiconductor Materials & Equipment Theme ETF (Exchange-traded name: Semiconductor Equipment ETF Vanke – 159327) closely tracks the Semiconductor Materials & Equipment Index. As of 10:40, the Semiconductor Equipment ETF Vanke (159327) rose 5.46%. Among weighted stocks, AMEC fell 2.77%, NAURA rose 4.49%, Changchuan Technology rose 0.63%, Tuojing Technology rose 3.73%, Huahai Qingke fell 0.48%, Zhongke Feice rose 1.93%, JF Electronic rose 2.4%, Huafeng Test Control fell 2.85%, Kingsemi rose 1.48%, and Shanghai Silicon Industry fell 2.2%.

The Vanke Semiconductor Equipment ETF (159327) focuses on core "chokepoint" areas such as lithography, etching, thin-film deposition, cleaning equipment, silicon wafers, and electronic specialty gases. It covers industry leaders like NAURA and AMEC, making it a pure-play "shovel seller" index fund.

The Vanke CSI Semiconductor Materials & Equipment Theme ETF (Exchange-traded name: Semiconductor Equipment ETF Vanke – 159327) closely tracks the CSI Semiconductor Materials & Equipment Theme Index. This index selects securities of 40 listed companies involved in semiconductor materials and equipment from the Shanghai and Shenzhen markets as index constituents, reflecting the overall performance of these companies. Off-exchange investors can also participate through feeder funds (Class A: 023828, Class C: 023829), sharing in the upside of the semiconductor industry cycle and the dividends of chip localization.

(Fund investments carry risks; please invest cautiously.)