Integrated Circuit ETF Guotai (159546) surged more than 1.3% during the trading session, with technological independence and self-reliance combined with rising AI hardware demand.

On May 12th, the Guotai (159546) Integrated Circuit ETF surged over 1.3% during trading, driven by technological independence and self-reliance, combined with rising demand for AI hardware.

Wendao Securities pointed out that investment in AI hardware is still in its early stages, and during the “14th Five-Year Plan” period, technological independence and self-reliance are of utmost importance. Domestic semiconductors are expected to accelerate development, especially in advanced process technologies. Overseas industry leaders are advancing R&D in advanced packaging, while leading domestic wafer and equipment companies are speeding up capacity integration and expansion, continuously supporting the upgrade of China’s semiconductor industry. Benefiting from rising prices in computing, storage, and display panels, semiconductor capital expenditure expectations remain high. Meanwhile, it is recommended to continue monitoring the glass fiber sector, which benefits from increased demand for high-end PCB products. As electronic manufacturing capacity tightens, the mainstream domestic electronic yarn market’s G75 prices have continued to rise, and overall market transaction prices have also increased. Additionally, with the matching of models and computing power, AI edge applications such as smart home appliances are expected to accelerate development.

The Guotai (159546) Integrated Circuit ETF tracks the Integrated Circuit Index (932087), which mainly selects listed companies engaged in integrated circuit design, manufacturing, packaging, testing, and related materials and equipment as index samples. The index aims to reflect the overall performance of listed companies related to integrated circuits. The constituent securities have high technological content and growth potential, representing the development level and technological strength of China’s integrated circuit industry. The index emphasizes allocation in the semiconductor and electronic component sectors, aiming to reflect market performance and trends in related fields.

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Daily Economic News

(Chief Editor: Zhang Xiaobo)

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