Computing power chips strengthen, Cambrian once rose over 4%! The Sci-Tech Innovation Chip ETF (588290) heavily invested in Cambrian increased by 0.27%

As of 13:18 on May 12, the concept of computing power chips strengthened again, with the Sci-Tech Chip ETF (588290) rising by 0.27%, and the real-time transaction volume reaching 446 million yuan. The top ten holdings account for 60.67%, including Cambrian rising by 4.25%, Hygon Information falling by 1.12%, and SMIC dropping by 1.98%. Data from the previous trading day shows that the fund has increased by 44.08% over the past 25 days, indicating strong momentum. Meanwhile, the Hong Kong Stock Connect Information Technology ETF (513240) fell by 2.48%.

On the news front, Cambrian achieved operating revenue of 2.89B yuan in the first quarter of 2026, a year-on-year increase of 159.56%; net profit attributable to shareholders of the listed company was 1.01B yuan, up 185.04% year-on-year. The performance change is mainly due to the sustained rise in demand for computing power in the artificial intelligence industry during the reporting period. The company has continuously expanded its market with its excellent product competitiveness and actively promoted the implementation of AI application scenarios. The revenue during the reporting period increased significantly compared to the same period last year.

CITIC Securities states that by 2026, domestic computing power competition has officially shifted from “single-card comparison” to “system-level competition.” As the performance of domestic solutions continues to improve, domestic computing chip companies are gradually entering the performance realization phase. From 2025 to the first quarter of 2026, domestic card performance has successively exploded, with Cambrian, Muoxi, Moore Threads, Tianjin Zhixin, and Bairui Technology achieving quarter-on-quarter high growth in revenue and profit.

Wanlian Securities indicates that the supply and demand tension in the storage market continues, with OEMs maintaining strong pricing power, leading to an upward shift in the median price of server DRAM; AI demand has driven global cloud service providers to significantly increase capital expenditure; in the semiconductor manufacturing sector, the construction of advanced process factories is accelerating, providing computing power support for emerging fields such as AI and robotics. (Note: The above information is for reference only and does not constitute investment advice. The market carries risks; invest cautiously.)

Daily Economic News