The semiconductor industry chain collectively declines, while funds increase their positions against the trend. The Semiconductor Equipment ETF E Fund (159558) has a half-day net subscription of 13 million units.

NightAirdropper · 2026-04-04T11:24:12+00:00

On April 2nd, the semiconductor industry chain generally declined, with the Shanghai STAR Market Chip Design Theme Index falling by 2.4%. Nevertheless, the wafer foundry industry is expected to see profit releases and increased wafer capacity demand due to the recovery in automotive and industrial control market demand, as well as rising raw material prices.

NightAirdropper

2026-04-04 11:24:12

Abstract generation in progress

In early trading on April 2, the semiconductor industry chain fell across the board. At the index level, the SSE STAR Market chip design theme index fell 2.4%, the CSI chip industry index and the SSE STAR Market chip index both fell 2.5%, the CSI semiconductor materials and equipment theme index fell 3.4%, and the semiconductor equipment ETF EFund (159558, linked fund A/C: 021893/021894) recorded net subscriptions of 13 million shares in the first half of the day.

Kaiyuan Securities noted that, driven by replenishment in downstream automotive and industrial control markets, with raw material cost pass-through, the wafer foundry industry is seeing broad-based price increases, and the domestic substitution of advanced logic chips will give rise to massive demand for wafer capacity, with industry profit elasticity expected to move into a release period.

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