Science and Technology Chip Design ETF E Fund (589030) actively traded, up 1.14%. Citigroup raises expectations for DRAM and NAND prices.

NightAirdropper · 2026-02-27T23:39:34+00:00

As of February 27, 2026, the SSE STAR Market Chip Design Theme Index has increased by 1.27%, and the E Fund STAR Chip Design ETF has also risen accordingly, indicating an active market. In recent months, its scale and share have both seen significant growth, with strong capital inflows. Broadcom's delivery of new AI chips will be used in Fujitsu data centers, and demand is expected to continue growing. Citigroup has raised its price expectations for DRAM and NAND, indicating tight supply and demand in the market.

NightAirdropper

2026-02-27 23:39:34

Abstract generation in progress

As of February 27, 2026, 13:50, the Shanghai STAR Market Chip Design Theme Index (950162) surged 1.27%, and the Chip Design ETF of E Fund (589030) rose 1.14%. The intraday turnover rate was 10.95%, with a transaction volume of 51.8053 million yuan, indicating active market trading.

As of February 26, the E Fund Chip Design ETF (589030) increased its scale by 130 million yuan in nearly one month, with an increase of 13.5 million units in the past month, achieving significant growth.

In terms of capital inflow, over the past 13 trading days, the E Fund Chip Design ETF (589030) has attracted a total of 16.7994 million yuan in funds.

On the news front, recently, Broadcom delivered a new custom AI chip to Fujitsu Limited, which uses stacked components to save energy. The relevant person in charge stated that Fujitsu will use this chip in data centers, and it may also be used in supercomputers in the future. He pointed out that the next phase will involve enabling the so-called hyperscale platform providers—i.e., the largest data center operators—to adopt this technology. “Among all our hyperscale platform clients, each has already incorporated this technology into their next-generation products.”

Citigroup recently raised its expectations for 2026, increasing the average selling price growth for DRAM and NAND to 88% and 74%, respectively, describing the market as entering a “runaway surge” and a “severe seller’s market.” The demand driven by AI infrastructure investments is far exceeding supply, and shortages may persist throughout the year.

The E Fund Chip Design ETF (589030) closely tracks the Shanghai STAR Market Chip Design Theme Index, which selects securities of listed companies involved in chip design within the STAR Market as index samples to reflect the overall performance of listed companies in the chip design sector on the STAR Market.

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