"Shrimp farming" boom boosts demand, seizing computing power opportunities amid market volatility, Guotai Integrated Circuit ETF (159546) retreats over 4%

Huaxin Securities pointed out that the current wave of semiconductor price increases began with the surge in storage chip prices driven by AI demand, which then affected the entire industry chain. Now, prices have been passed on to end consumers, with mobile phone brands gradually raising prices. At the same time, as semiconductor product prices generally rise, not only mobile phones and computers but also home appliances, automobiles, and other products that heavily rely on semiconductors are facing price hikes. In the computing power sector, Huawei released a new generation of computing acceleration cards, significantly boosting single-card performance, and partnered to launch AI application solutions covering multiple industries. The “shrimp farming” craze has also reignited demand for all-in-one machines. Regarding storage chips, due to increased AI storage needs and capacity shifts by major overseas manufacturers, traditional DRAM and NAND prices have soared.

The Guotai Integrated Circuit ETF (159546), which tracks the Semiconductor Industry Index (932087), mainly includes listed companies engaged in semiconductor design, manufacturing, packaging, testing, and related materials and equipment, reflecting the overall performance of listed companies in the integrated circuit sector. The constituent securities are characterized by high technological content and significant R&D investment, representing the development level and technological strength of China’s integrated circuit industry. The index emphasizes technology sector allocation, reflecting market performance and development trends in the integrated circuit field.

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