The demand for AI computing power hardware infrastructure is strong, and the Kechuang Chip ETF Jia Shi (588200) has drawn significant market attention.

In the morning session of April 14, 2026, the storage chip sector in the A-share market remained robust. As of 11:09, the SSE STAR Market Chip Index surged by 2.79%. Component stock Biwin Storage rose by 12.37%, Fuchuang Precision increased by 9.68%, Zhongke Feice climbed by 6.75%, while other stocks such as Xinyuan Microelectronics and Topec Technologies also followed with gains.

Global semiconductor sales continue to grow at a high rate, with year-over-year growth reaching 61.8% in February 2026, marking 28 consecutive months of year-over-year increases. The latest forecast from Gartner shows that global semiconductor sales will exceed $1.3 trillion in 2026, representing a 64% year-over-year increase. The demand for AI computing power hardware infrastructure remains robust, with capital expenditures of the four major North American cloud vendors surging 67% year-over-year in Q4 2025, and further acceleration expected in 2026. Against this backdrop, the industry remains in an upcycle, with AI becoming the core driver of semiconductor growth.

Dongwu Securities pointed out that from July to November 2025, investment and financing in the AIGC industry reached 33.67 billion yuan, representing a 20.8% increase compared to the first half of the year. With new AI models gaining momentum at the beginning of 2026, computing power demand is expected to rise significantly. Progress on domestic ASICs is gradually accelerating, with the share of domestic AI chips steadily increasing; domestic AI infrastructure continues to move towards self-sufficiency in computing power.

Data shows that as of March 31, 2026, the top ten weighted stocks of the SSE STAR Chip Index are SMIC, Hygon, Cambricon, Montage Technology, AMEC, Verisilicon, Biwin Storage, TF Tech, Source Photonics, and Hua Hong Company, collectively accounting for 60.99% of the total weight.

The Harvest Technology STAR Chip ETF (588200) tracks the SSE STAR Chip Index, serving as a convenient tool for investing in the STAR Market chip sector.

Off-market investors without stock accounts can explore domestic chip investment opportunities through the Harvest Technology STAR Chip ETF-linked fund (017470).

Disclaimer: The above content and data are unrelated to the position of Youlian Cloud and do not constitute investment advice. Any actions taken based on this information are at the investor’s own risk.

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