Semiconductor Equipment ETF with High Equipment Allocation Rises 1.43%, AI Computing Power Ignites Entire Semiconductor Industry Chain

As of March 18, 2026, 10:17 AM, the CSI Semiconductor Materials and Equipment Sector Index (931743) surged 1.70%, with the E Fund Semiconductor Equipment ETF (159558) rising 1.43%, trading volume reaching 73.6084 million yuan.

As of March 17, the E Fund Semiconductor Equipment ETF (159558) increased its scale by 3.496 billion yuan over the past three months, with a growth of 1.56 billion units in the past month, achieving significant growth.

In terms of capital inflow, the latest net capital inflow for the ETF is 5.9871 million yuan. Over the past five trading days, there have been four days of net capital inflow, totaling 279 million yuan in “fund attraction.”

AI-driven demand has continuously expanded the storage market size, which has become the largest component of the semiconductor industry and remains in short supply. Industry insiders say that in the spot market, some storage products have already increased in price by nearly 20% since February; in the futures market, driven by Samsung and SK Hynix, global storage prices are set to rise in the second quarter, with an expected HBM (High Bandwidth Memory) capacity gap of 50% to 60% for the year. Price increases remain the main trend.

Recently, the demand for AI computing power has continued to boost the prosperity of the semiconductor equipment industry chain. Shenwan Hongyuan Research pointed out that TSMC’s revenue in February increased by 22.2% year-on-year, reaching a new high for the same period, confirming the strong demand from AI training and inference for advanced 3nm processes; meanwhile, CCL (Copper Clad Laminate) manufacturers such as Taiguang Electronics, Taio, and Lianmao reported February revenue growth of 45%, 27%, and 9% respectively. High-end CCL prices have been raised by 5%-10%, and upstream material pricing power is accelerating concentration. Against the backdrop of continuous expansion of advanced packaging capacities like CoWoS, collaborative innovation in equipment has become a key link to support the mass production of AI chips.

Related securities: E Fund Semiconductor Equipment ETF (159558, A/C: 021893/021894), closely tracking the CSI Semiconductor Materials and Equipment Sector Index. The index selects 40 listed companies involved in semiconductor materials and equipment fields as sample securities, reflecting the overall performance of listed companies in semiconductor materials and equipment.