The AI catalyst chip price surge is spreading, DRAM prices surpass gold, and the chip industry index rises strongly by over 6%

Ask AI · How can AI technology catalyze chip demand and trigger a price surge?

On April 8, 2026, the chip sector rebounded strongly. As of 13:46, the CSI Chip Industry Index rose sharply by 6.15%. The constituent stocks Shengke Communication increased over 13%, China Resources Micro increased over 12%, and stocks like North Huachuang and Changchuan Technology also followed the rally.

In terms of news, AI is fueling the spread of chip industry price increases. DRAM prices have surpassed gold prices. As of April 7, the latest server DRAM “DDR516Gb4800/5600” chip prices soared to $37 per piece, making its price per gram (327,749 Korean won) exceed gold (224,630 Korean won). Last June, this chip’s price was only $6.01.

Notably, Xiangnong Chip Innovation disclosed its first-quarter 2026 performance forecast. The company expects a net profit attributable to parent of 1.14 billion to 1.48 billion yuan in Q1 2026, a year-on-year increase of 6714.72% to 8747.18%. Its non-recurring profit attributable to parent also grew by up to 9713.23% year-on-year, earning it the title of “A-shares’ Q1 profit growth king.”

Cinda Securities pointed out that A-shares are gradually entering the performance disclosure period. Based on current industry feedback, driven by the accelerated release of AI demand, the overall prosperity of the relevant industry chain upstream and downstream remains high. Whether it’s computing power chips, infrastructure, core hardware components, or supporting materials and parts, all show a trend of synchronized improvement in orders and operational performance, reflecting that a new technological cycle continues to support the fundamentals.

Regarding related products, Tianhong CSI Chip Industry ETF initiates a connection (A: 012552; C: 012553), closely linked with the Chip ETF Tianhong(159310). The index tracks the CSI Chip Industry Index, focusing on the entire A-share chip industry chain, selecting 50 leading companies involved in chip design, manufacturing, packaging and testing, as well as providing semiconductor materials, wafer equipment, packaging equipment, and other key segments, to comprehensively reflect the overall performance of Chinese listed chip companies.

Interested friends, search on Alipay, Tiantian Fund, JD Finance, and other channels: Tianhong CSI Chip Industry ETF initiates a connection (A: 012552; C: 012553), to learn more.

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