South Korea's semiconductor exports surged nearly 180% year-on-year; the Sci-Tech Chip ETF E Fund (589130) attracted over 820 million in the past month

As of 10:39, the SSE STAR Chip Index (000685) fell by 5.74%; among weighted stocks, Shijia Photonics rose 6.43% and Yuanjie Technology rose 0.83%, while Huafeng Testing dropped 13.59%, Kingsemi dropped 12.12%, Tuojing Technology dropped 10.99%, Puya Shares dropped 10.77%, and Zhongke Feice dropped 10.53%; this index has risen 107.7% over the past year.

The E Fund STAR Chip ETF (589130) is favored by capital; as of the previous trading day, the fund had a net inflow of 54.9743 million yuan over the past week, 821 million yuan over the past month, and 1.912 billion yuan over the past three months.

In terms of news, South Korea's July exports surged nearly 63% year-on-year to $98.99 billion. Among them, semiconductor exports skyrocketed 179% to $41 billion, breaking the $40 billion mark for two consecutive months. Driven by large tech companies increasing investments in AI data centers, South Korea's exports to the US also surged 68.7% to $17.4 billion.

A research report from Soochow Securities Co., Ltd. pointed out that the four major US CSPs have recently released their latest financial reports, with CAPEX plans for '26 continuing to be revised upward. The combined CAPEX plan for the four major CSPs in 2026 is $735-760 billion. Looking ahead to 2027, all four CSPs have indicated that they will continue to increase CAPEX investment, reflecting strong demand for AI computing power construction, with the hardware sector expected to benefit continuously. With the acceleration of overseas computing power construction, domestic equipment suppliers are expected to benefit.

The E Fund STAR Chip ETF (589130) closely tracks the SSE STAR Chip Index. This index selects securities from STAR Market listed companies whose businesses involve semiconductor materials and equipment, chip design, chip manufacturing, and chip packaging and testing as index samples, to reflect the overall performance of securities of representative chip industry listed companies on the STAR Market.

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The feeder funds for the E Fund STAR Chip ETF (589130) are (020670, 020671).

The feeder funds for the E Fund Semiconductor Equipment ETF (159558) are (Class A: 021893; Class C: 021894).

E Fund STAR Chip Design ETF (589030).

The feeder funds for the E Fund Chip ETF (516350) are (Class A: 018411; Class C: 018412).