The Sci-Tech Innovation Semiconductor ETF Huaxia closed up 6.76%, as AI demand accelerates release, and the semiconductor industry chain remains highly optimistic.

As of 15:00 on April 8, 2026, the Shanghai STAR Market Semiconductor Materials and Equipment Theme Index(950125) surged 6.67%, with constituent stocks such as Aisen Shares up 15.28%, Huahai Chengke up 13.41%, Oulai New Materials up 10.51%, Xingfu Electronics, Helin Micro-Nano, and other stocks following the trend. The China Huaxia STAR Market Semiconductor ETF(588170) rose 6.76%, hitting three consecutive gains. The latest price is 1.69 yuan. Looking at a longer time frame, as of April 7, 2026, the China Huaxia STAR Market Semiconductor ETF has increased a total of 1.54% over nearly two weeks.

In terms of liquidity, the China Huaxia STAR Market Semiconductor ETF had an intraday turnover rate of 10.72%, with a transaction volume of 906 million yuan, indicating active market trading. Over a longer period, as of April 7, the ETF’s average daily trading volume over the past month was 678 million yuan.

On the news front, since April, a wave of price increases sweeping through the global semiconductor supply chain has been accelerating from the cost side across the entire chain. From international IDM giants like Infineon and Texas Instruments to leading domestic manufacturers such as Jinghe Integration and Puran Shares, many have issued price adjustment notices, signaling a shift from previous price competition to profit recovery. Analysts believe that this round of price hikes is driven by cost pressures on the supply side and increased AI demand, combined with supportive domestic industrial policies, which are expected to directly boost semiconductor companies’ profit expectations. Among them, domestically produced equipment and materials with higher localization rates, as well as leading firms capable of passing on costs, are likely to benefit first.

Cinda Securities pointed out that, based on current industry feedback, driven by the accelerated release of AI demand, the overall prosperity of the relevant industry chain remains high. Whether in computing power chips, infrastructure, core hardware, or supporting materials and components, there is a trend of synchronized improvement in orders and operational performance, reflecting the sustained support of a new technological cycle for fundamentals.

Data shows that as of March 31, 2026, the top ten weights of the Shanghai STAR Market Semiconductor Materials and Equipment Theme Index(950125) are TuoJing Technology, Huahai Qingke, SMIC, Zhongke Feice, Anji Technology, Hoshine Silicon Industry, Xinyuan Micro, Huafeng Testing and Control, Tianyue Advanced, and Fuchuang Precision, with the top ten stocks accounting for 74.31% of the total weight.

Related ETFs: The China Huaxia STAR Market Semiconductor ETF (588170) and its linked funds (A: 024417; C: 024418): The tracking index is the only semiconductor equipment theme index on the STAR Market, with the highest content of advanced packaging (about 50%) in the entire market, focusing on cutting-edge equipment companies in technological innovation.

The China Huaxia Semiconductor Equipment ETF (562590) and its linked funds (A: 020356; C: 020357) track the CSI Semiconductor Materials and Equipment Theme Index, which has the highest content of semiconductor equipment (about 63%) in the entire market index, directly benefiting from the global chip price increase wave and the definite demand from “equipment sellers” (equipment manufacturers).