The rising trend of wafer foundry price increases is driving demand on the equipment side. The semiconductor equipment ETF, E Fund (159558), outperformed with the index rising over 2%.

On March 27, the semiconductor equipment sector opened lower but rebounded, and as of 14:20, the China Securities Semiconductor Materials and Equipment Theme Index rose by 2.3%, with Jiangfeng Electronics leading the component stocks, and Shanghai Xinyang and Anji Technology both increasing by over 7%.

On the news front, driven by the surge in downstream AI chip demand and inventory replenishment in the automotive and industrial control markets, TSMC, UMC, and other foundries have recently successively raised their quotes and increased capital expenditures to expand advanced process capacity, directly boosting the demand for semiconductor equipment orders. Additionally, the pace of capacity expansion among domestic wafer fabs continues to accelerate, with major companies like SMIC and Hua Hong Semiconductor having varying degrees of increases in their capital expenditure plans for 2026, and the requirement for equipment localization is further elevated.

Guotai Junan Securities believes that the proactive contraction on the supply side, combined with high fluctuations in raw material prices, has pushed up the price center of mature processes, which will drive foundries to actively expand production, benefiting upstream equipment and other parts of the supply chain.

The China Securities Semiconductor Materials and Equipment Theme Index focuses on the core upstream segments of the semiconductor industry chain, with the semiconductor equipment industry accounting for 62%. The top ten weighted stocks include leading companies such as Zhongwei Company, Northern Huachuang, Changchuan Technology, and Tuojing Technology. The semiconductor equipment ETF from E Fund (159558, connected funds A/C: 021893/021894) tracks this index, helping investors seize opportunities in the localization of equipment.

Daily Economic News

(Author: Zhang Xiaobo)

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