AI-driven industry boom, Semiconductor Equipment ETF Cathay (159516) rises over 1.5% in the afternoon

On May 12th, the AI-driven industry is experiencing high prosperity, with the semiconductor equipment ETF Guotai (159516) rising over 1.5% in the afternoon.

Ping An Securities pointed out that global semiconductor sales in March 2026 increased by 79.2% year-on-year, with first-quarter sales reaching $298.5 billion, a quarter-on-quarter increase of 25%. SMIC integrated core capacity, AMEC increased its semiconductor equipment deployment, and overseas industry leaders promoted advanced packaging R&D, further confirming the high prosperity of the semiconductor industry and strong equipment demand. The resource competition triggered by AI competitions has spread throughout the entire semiconductor supply chain, with leading companies leveraging control of the supply chain to pre-order large quantities of wafer foundry advanced processes at 4/3nm, CoWoS capacity, and related key components. Currently, overseas cloud service providers (CSPs) are continuously increasing AI infrastructure construction, driving the storage industry’s continued upward trend, with storage products experiencing simultaneous volume and price increases. Considering the ongoing high prosperity of AI, the strength and sustainability of this storage cycle are expected to surpass the previous one.

The Guotai semiconductor equipment ETF (159516) tracks the Semiconductor Materials and Equipment Index (931743), which selects 40 listed companies involved in the semiconductor materials and equipment field from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of related listed companies in the industry. The index mainly focuses on the upstream of the semiconductor industry chain, demonstrating a high industry concentration and leading companies effect.

Risk warning: Mentioned individual stocks are only used for industry event analysis and do not constitute any stock recommendation or investment advice. Short-term rises and falls of the index are for reference only and do not represent future performance, nor do they constitute a promise or guarantee of fund performance. Views may be adjusted according to market environment changes and do not constitute investment advice or promises. The risk and return characteristics of funds vary; investors are advised to carefully read the fund legal documents, fully understand product features, risk levels, and distribution principles, choose products that match their risk tolerance, and invest cautiously. For fund fee rates, please refer to legal documents.

Daily Economic News

(Edited by: Zhang Xiaobo)

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