The Sci-Tech Innovation Chip ETF Guotai(589100) rose over 2% during trading, with constituent stocks Shengke Communication and Cambrian Technology surging. The development of domestic wafer manufacturing is an inevitable trend.

As of April 7, 2026, 14:27, the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index surged 2.38%, with constituent stocks Shengke Communications up 9.69%, Cambrian up 9.48%, Lianyun Technology up 7.44%, and individual stocks like Juhuat, Huahong Company, and others following the gains. The Guotai ( 589100 ) Science and Technology Innovation Chip ETF increased by 2.29%, with the latest price at 1.52 yuan.

In terms of news, in the first two months of 2026, China’s integrated circuit exports skyrocketed 72.6% year-on-year, totaling $43.3 billion. The export data, with a 13% increase in volume and a 52% rise in price, indicates the industry is shifting toward “high-end output.” Currently, the STAR Market gathers 128 semiconductor companies, accounting for over 60% of similar companies in A-shares, forming a full supply chain layout of design, manufacturing, packaging and testing, equipment, and materials. The total IPO fundraising amount has exceeded 320 billion yuan. Leading domestic AI chip company Cambrian achieved an operating revenue of 6.5B yuan in 2025, a year-on-year increase of 453.21%, with net profit attributable to shareholders of 2.06B yuan, turning from loss to profit for the first time since its listing.

GF Securities pointed out that in recent years, driven by new technologies such as AI, the semiconductor sector shows the following trends: the penetration rate and demand for new technologies and products in fields like automotive electronics, new energy, the Internet of Things, big data, and artificial intelligence are key growth drivers for the semiconductor sector. Meanwhile, domestic localization continues to advance, and the development of domestic wafer manufacturing and supporting industries is accelerating and imperative.

Data shows that as of March 31, 2026, the top ten weights in the Shanghai Stock Exchange STAR Market Chip Index are SMIC, Haiguang Information, Cambrian, Lankun Technology, Zhongwei Company, ChipX, Baiwei Storage, Tuojing Technology, Yuanjie Technology, and Huahong Company, collectively accounting for 60.99% of the total weight.

The Guotai ( 589100 ) Science and Technology Innovation Chip ETF, with off-market connection ( Guotai SSE STAR Market Chip ETF Launch Connection A: 024853; Guotai SSE STAR Market Chip ETF Launch Connection C: 024854 ).

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