Semiconductor equipment "core" products emerge one after another; pay attention to the investment opportunities in the Semiconductor Equipment ETF, E Fund (159558).

Recently, the semiconductor industry event SEMICON China 2026 opened in Shanghai, with domestic equipment manufacturers intensively launching new products. Zhongwei Company introduced four models of etching and deposition equipment covering silicon-based and compound semiconductors; KETI launched the Hyperion advanced process high-current ion implanter; China Electronics Technology Group unveiled new ion implanters and advanced inspection equipment, showcasing the “core” strength of China’s semiconductor industry.

Guojin Securities pointed out that semiconductor equipment is the cornerstone of the semiconductor supply chain, with storage expansion and self-control resonating, offering vast domestic opportunities. As AI-driven large models promote the evolution of storage technology towards 3D, combined with the implementation of expansion projects by major domestic storage companies, the domestic semiconductor equipment supply chain is expected to welcome a new round of high-speed growth opportunities.

The Zhongzheng Semiconductor Materials and Equipment Theme Index focuses on the upstream core links of the semiconductor supply chain, in which the semiconductor equipment industry accounts for 62%. The top ten weighted stocks include leading companies such as Zhongwei Company, Northern Huachuang, Changchuan Technology, and Tuojing Technology, which deeply benefit from downstream expansion. The semiconductor equipment ETF, E Fund (159558, Connect Fund A/C: 021893/021894), tracks this index, helping investors capitalize on the high-speed growth opportunities in the chip “mining” sector.

Daily Economic News