Science and Technology Innovation Chip ETF Guotai closes up 0.27%, with strong semiconductor equipment and accelerated domestication drawing attention

Ask AI · Shengmei Shanghai Global Orders Reflect the Competitiveness of Domestic Equipment

As of the close on April 3, 2026, the Guotai Innovation Chip ETF (589100) closed up 0.27%, with the latest price at 1.48 yuan.

In terms of news, recently, the semiconductor equipment sector performed strongly, with a gain of 5.45%, significantly surpassing the overall level of the electronics sector. Meta and AMD signed an AI chip supply agreement, planning to deploy up to 6 gigawatts of AMD chips over five years, boosting market confidence in the long-term demand for semiconductor equipment; at the same time, Shengmei Shanghai secured advanced packaging equipment orders from many leading global technology companies, with the competitiveness of domestic manufacturers’ products continuously strengthening, and the logic of domestic substitution further deepening.

CITIC Securities believes that, in the future, leading domestic wafer fabs are expected to continue expanding production, with the construction of advanced process production lines accelerating, providing a huge market space for the domestic semiconductor equipment and materials industry.

The Guotai Innovation Chip ETF (589100), with one-click layout of the entire scene of domestic “chips,” packages core leaders across the full industry chain and all categories of domestic chips.

Data shows that as of March 31, 2026, the top ten weightings of the Shanghai Science and Technology Innovation Board Chip Index are Semiconductor Manufacturing International Corporation, Hygon Information, Cambrian, Lankku Technology, Microchip Technology, Xin Yuan Shares, Baiwei Storage, Tuojing Technology, Yuanjie Technology, and Huahong Company, with the top ten weightings accounting for 60.99%.