Jensen Huang: Expects Two Chips to Exceed $1 Trillion in Revenue! Tianhe Sci-Tech Chip Design ETF (589070) Target Index Rises Over 2% Intraday

On the market, both exchanges experienced narrow fluctuations, with chip design concepts rising. Regarding related ETFs, the STAR Innovation Chip Design ETF Tianhong (589070) index rose by 2.07% intraday, with a trading volume of 30.4342 million yuan; the turnover rate reached 4.74%. Among the constituent stocks, Puran Shares and Baiwei Storage rose over 5%, with Lianyong Technology, Lankei Technology, and Juchen Shares also following the upward trend.

The STAR Innovation Chip Design ETF Tianhong (589070) has seen a net capital inflow of 68.5225 million yuan over the past five trading days. As of March 17, 2026, the latest fund size is 632 million yuan, with a year-to-date growth of 632 million yuan, ranking first among similar funds.

The ETF precisely targets three high-growth segments: cloud training chips, edge inference chips, and domestic GPUs, aligning perfectly with industry trends of AI computing power explosion and domestic substitution. The tracked index includes fifty listed companies in the chip design field, such as Rockchip and Loongson Zhongke, with chips already adapted for personal deployment of OpenClaw. The maximum single-day price fluctuation of related products reached 20%. As upstream inference demand continues to grow rapidly and domestic substitution advances, the sector’s allocation value becomes more prominent.

The current PE-TTM of the STAR Innovation Chip Design Index is 180.24 times, at its lowest historical valuation, significantly below all previous periods. This level highlights the current allocation value and offers high investment cost-effectiveness.

According to news from NVIDIA’s annual GTC developer conference, CEO Jensen Huang stated on March 16 (Eastern Time) that the new generation AI acceleration chips Blackwell and the next-generation Rubin products are expected to generate at least one trillion dollars in revenue by the end of 2027. Huang further emphasized that this trillion-dollar revenue outlook has “strong visibility,” and it only covers Blackwell and Rubin chips, not including upcoming new products.

CITIC Securities believes that by 2027, the AI chip market will exceed 100 billion USD, with leading companies like Broadcom building a moat from design to mass production through 20 years of technological accumulation. Customized XPU chips targeting large model training and inference scenarios have a 12-18 month technological advantage that is difficult for COT models to surpass in the short term.

Daily Economic News

(Edited by: He Chong)

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