Semiconductor Equipment ETF E Fund (159558) gathered over 10 billion in the past 20 days

As of 10:24, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose by 0.95%. Among its weighted stocks, AMEC rose 4.6%, NAURA rose 5.48%, Changchuan Technology rose 4.49%, Piotech rose 2.02%, Huahai Qingke rose 0.47%, Zhongke Feice rose 4.75%, JF Electronic fell 1.94%, Huafeng Control rose 1.42%, Kingsemi rose 1.92%, and Shanghai Silicon Industry fell 2.92%. As of the previous trading day, the index had gained 152.84% over the past year.

The E Fund Semiconductor Equipment ETF (159558) continues to attract capital inflows. As of the previous trading day, the fund absorbed over 300 million RMB in a single day, over 1.9 billion RMB over the past 5 days, over 5.2 billion RMB over the past 10 days, and over 11.8 billion RMB over the past 20 days. It received a net margin buying of 394 million RMB in the past month, ranking second among similar ETFs.

In terms of news, Google is developing an AI inference chip called "Frozen v2" specifically for Gemini, which directly hardcodes model architectures into silicon. The inference efficiency is expected to be 6 to 10 times higher than existing TPUs. This design trades some generality for higher performance and lower costs, highlighting that the AI chip competition is shifting from "general computing" to "specialized inference." Currently, engineers are still determining the main functions of the new chip and how various components will work together. Insiders say Google plans to deploy the chip as early as 2028.

Shenwan Hongyuan Securities believes that chip design will shift towards a time-scaling path centered on "equivalent transistor density." Huawei's "Tao's Law" Version 2 achieves performance leaps through logic folding and 3D integration. In the short term, this brings opportunities for 3D packaging, advanced testing, EDA, and thermal materials. In the medium to long term, it will drive the matching of domestic protocol ecosystems.

The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials and Equipment Theme Index. This index focuses on the semiconductor equipment and materials sectors and possesses strong elasticity amid the trend of localization.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional accumulation in index investment. Its index product line comprehensively covers mainstream broad-based indices, involving multiple industry indices, covering cross-border and cross-market indices, and reaching more than 10 exchanges globally. Its professional index research team possesses rich experience in product design and investment management.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click exposure to this high-growth sector, allowing investors to capture industrial trend dividends amidst volatility. Off-exchange investors can also pay attention to the feeder funds Class A/C (021893/ 021894).