Global semiconductor giants collectively raise prices starting April 1st, with increases up to 100%! Highly flexible and aggressive innovative chip design ETF PuYin(589250) focuses on the chip design segment.

As of 11:13, among the weight-bearing stocks in the SSE STAR Market chip design theme index tracked by Puyin Science and Technology Chip Design ETF (589250), Weikang Memory and Lanqi Technology have risen against the trend. As of April 1, the SSE STAR Market chip design theme index has gained 47.22% over the past year.

The underlying index of Puyin Science and Technology Chip Design ETF (589250) has excellent long-term performance. From January 5, 2024 to March 30, 2026, the underlying index has cumulatively risen 141.86%, making it the top-performing chip industry theme index—higher than Kechuang Chip (133.60%), CSI All-Share Semiconductor (97.77%), and Semiconductor Materials & Equipment (98.39%).

On the news front, starting from April 1, a new round of price increase plans by global semiconductor giants including Infineon and Texas Instruments has officially taken effect, covering core areas such as analog chips and power semiconductors. Manufacturers such as Samsung and SK hynix have significantly raised DDR5 memory chip prices since the second quarter, with some products seeing price increases of 40%-100%.

West China Securities believes that: 1) Against the backdrop of domestic AI models improving their capabilities in recent periods and catching up to overseas models, their high cost-performance advantage is expected to fill the current demand gap, enabling them to go along with the trend to achieve Token exports and further drive demand related to domestic computing power. 2) The price increases for domestic AI model API call services indicate growth in current demand, and also indirectly confirms today’s shortage of computing power. 3) Domestic computing power chips continue to iterate as a whole, gradually gaining the capability to meet domestic AI model inference demand, and are expected to benefit from the computing power shortage problem caused by a surge in Token consumption at present.

Puyin Science and Technology Chip Design ETF (589250) closely tracks the SSE STAR Market chip design theme index (950162). It selects securities of 50 listed companies on the STAR Market whose businesses involve the chip design field as index samples. It avoids segments such as semiconductor materials and equipment, manufacturing, and OSAT, anchors on the sub-sector of chip design within the semiconductor industry chain that has strong innovation vitality, and is also the lowest-valued segment among chip sector links, making it more aligned with the industry development trend. In terms of industry distribution, the index is highly concentrated on the chip design industry, with the weight of digital chip design reaching 76.3%. The index only includes STAR Market chip design companies; the single-day price fluctuation range of constituent stocks is ±20%, resulting in greater volatility and a stronger offensive posture.

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Puyin Science and Technology Chip Design ETF (589250) includes core leading companies in the chip industry. It has strong attributes of hard technology, enabling investors to configure China’s computing power industrial chain with one click.

(Editor-in-charge: Dong Pingping ）

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