Samsung's performance exceeds expectations + domestic AI computing power erupts, Chip ETF E Fund (516350) faces dual catalysts

GateUser-bd883c58 · 2026-04-09T20:15:34+00:00

As of April 7th, the Chip Industry Index increased by 1.77%, with Cambrian and Chipone performing well. Samsung Electronics' Q1 results exceeded expectations, mainly driven by the AI industry, and the domestic AI acceleration card market is developing rapidly. The E Fund Chip ETF closely tracks this industry and has the lowest management fee rate. Investment should be approached with caution.

GateUser-bd883c58

2026-04-09 20:15:34

Abstract generation in progress

April 7, as of today’s close, the Chip Industry Index rose by 1.77%. In individual stocks, Cambricon rose by over 9%, and Canaan Technology rose by over 2%.

Regarding popular ETFs, the Chip ETF by E Fund (516350) currently has trading volume of 76.237 million yuan and a turnover rate of 5.46%.

On the news front, on April 7, Samsung Electronics released its Q1 earnings guidance. Both consolidated sales and operating profit significantly exceeded market expectations. The core drivers are a surge in demand for storage chips and price increases, driven by the global AI industry. The company holds a leading market share in DRAM and NAND flash memory. On the same day, CITIC Construction Investment disclosed that in 2025, China’s AI accelerator card market’s domestic share will exceed 40%, mainly achieved through differentiated approaches such as non-GPU chips. Currently, the API call volume of domestic model platforms ranks among the top globally, and even after Zhishui’s API price increase, supply still cannot meet demand.

Sanjeev · Ran a, head of the Korea research department at Ly-on Securities, stated that Samsung Electronics’ performance surge this time is entirely driven by its memory business and is far beyond expectations. CITIC Construction Investment pointed out that domestic AI accelerator cards are achieving differentiated catch-up, domestic model demand is strong, and the data element industry is expected to enter a period of accelerated development.

The Chip ETF by E Fund (516350) closely tracks the Chip Industry (H30007.CSI). The index is composed of 50 stocks from companies involved in chip design, manufacturing, packaging and testing, as well as semiconductor materials and semiconductor production equipment. The semiconductor industry accounts for over 95%.

The Chip ETF by E Fund (516350) currently has an annual management fee rate of 0.15%, the lowest level among all ETFs in the market. The custody fee rate is 0.05% annually. Off-exchange connection funds are (018411, 018412).

Risk warning: Funds involve risk; invest with caution.

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