Chip ETF Guotai (512760) dips over 3%. The domestic semiconductor industry continues to improve, and the pullback may present a good entry point.

April 2, Cathay Chip ETF (512760) pulled back by more than 3%. The domestic semiconductor industry has continued to improve, and the pullback may be a good opportunity to enter.

According to Zhongyuan Securities, in the semiconductor materials sector, in January 2026 global semiconductor sales were $82.54B, up 46.1% year over year, and up 3.7% month over month. It has recorded year-over-year growth for the 27th consecutive month. China’s semiconductor sales were $22.82B, up 47.0% year over year, and up 5.8% month over month, achieving year-over-year growth for 27 consecutive months as well. The continued improvement in the domestic semiconductor industry will drive semiconductor materials. WSTS expects global semiconductor market sales to grow steadily in 2026, mainly driven by ongoing demand for AI and data centers, which in turn will drive logic chips and memory market demand.

The Cathay Chip ETF (512760) tracks the China Semiconductor Chip Industry Index (990001). The index selects securities of listed companies in the Shanghai and Shenzhen markets that are involved in businesses such as semiconductor materials, equipment, design, manufacturing, packaging, and testing as index constituents, to reflect the overall performance of securities of listed companies related to semiconductor chips.

Risk disclosure: Mentioning individual stocks is only for industry event analysis and does not constitute any recommendation or investment advice regarding any individual stock. Short-term gains or losses of indices are for reference only and do not represent their future performance, nor do they constitute any promise or guarantee regarding the fund’s performance. Views may be adjusted as market conditions change, and do not constitute investment advice or commitments. The risk and return characteristics of the funds mentioned are not the same. Investors are kindly reminded to carefully read the fund’s legal documents, fully understand product features, risk levels, and the principles of profit distribution, choose products that match their own risk tolerance, and invest prudently. For details on fund fees, please refer to the legal documents.

The Daily Economic News

(Editor: Dong Pingping)

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