The global semiconductor industry is experiencing a new wave of price increases, with the Sci-Tech Chip ETF Jiashi focusing on investment opportunities in domestic chips.

Ask AI · How does the expansion of silicon photonics production capacity affect chip supply?

On the morning of April 3, 2026, the semiconductor, component, high-bandwidth memory, and other sector concepts led the gains. As of 10:54, the Shanghai STAR Market Chip Index rose strongly by 1.31%, with constituent stocks such as China Ship Gas up 12.11%, Tianyue Advanced up 7.24%, Yuanjie Technology up 6.26%, and stocks like Sitwei and SJ Photonics also following the rally.

The global semiconductor industry is experiencing a new wave of price increases. Driven by explosive demand for AI computing power, rising upstream costs, and geopolitical factors, international giants like Texas Instruments and Infineon, along with leading domestic manufacturers, are simultaneously raising product prices. Industry insiders believe that the focus of industry competition is shifting from a “price war” to a “profit protection war.”

A research report from Changjiang Securities pointed out that the global silicon photonics industry chain is entering a capacity expansion wave. Tower Semiconductor plans to fully acquire a Japanese 300mm wafer factory and intends to increase its capacity to four times the current level to accelerate full-volume shipments of silicon photonic chips (PIC). Domestically, companies such as Changguang Huaxin and Hengtong Optoelectronics jointly initiated the Suzhou Xingyao Photonic Silicon Photonics Project with a total investment of 5 billion yuan. The first phase is expected to be operational by the end of 2026, focusing on 8-inch 90nm integrated circuit manufacturing capabilities, which could significantly enhance the upstream supply resilience of AI computing infrastructure.

Data shows that as of March 31, 2026, the top ten weightings in the Shanghai STAR Market Chip Index are SMIC, Haiguang Information, Cambrian, Lankun Technology, Microchip, Chipone, Bawei Storage, Tuojing Technology, Yuanjie Technology, and Huahong Company, with the top ten stocks accounting for a total of 60.99%.

The CSI STAR Market Chip ETF, Jiashi (588200), tracking the Shanghai STAR Market Chip Index, is a convenient tool for investing in the STAR Market chip sector.

Off-market investors without stock accounts can focus on domestic chip investment opportunities through the CSI STAR Market Chip Connect Fund (017470).