E Fund Science and Technology Innovation Chip Design ETF (589030) has attracted over RMB 250 million in net inflows for five consecutive days.

As of midday, the SSE STAR Market Chip Design Theme Index (950162) fell 1.17%. Component stocks included Shengke Communications-U (+6.68%), Fengtu Technology (+3.69%), GigaDevice Semiconductor (+3.37%), Raytron (+2.68%), and Fudan Microelectronics (+1.85%), while Xinpeng Micro (-5.17%), VeriSilicon (-4.7%), AJSI Technology-U (-3.87%), Hygon Information (-3.57%), and Bestechnic (-3.25%) declined. As of the previous trading day, the index had gained 71.21% over the past year.

The E Fund STAR Chip Design ETF (589030), which tracks the SSE STAR Market Chip Design Theme Index, has attracted significant capital attention, with net inflows for five consecutive days totaling over RMB 250 million.

In news developments, Google officially launched its eighth-generation Tensor Processing Unit (TPU) at the Google Cloud Next 2026 conference this year. Co-designed by Google Cloud and DeepMind, the new product line includes the TPU 8t for large-scale training and the TPU 8i for low-latency inference, both running on Google's self-developed CPU hosts based on the Axion Arm architecture.

Additionally, Microsoft is expected to announce its self-developed AI ASIC chip, Maia 300, as early as September. It is currently negotiating with TSMC for a production capacity of over 300,000 units in 2027 (with a long-term goal of 1 million units) and is attempting to persuade external customers such as Anthropic to adopt it.

CICC released a research report stating that at the Google Cloud Next 2026 conference, Google officially unveiled its eighth-generation self-developed AI chips, TPU8t and TPU8i. This launch marks Google's first time designing training and inference chips separately, introducing updated configurations for cluster networking. CICC believes this leanly divided AI hardware infrastructure will likely improve the training and inference efficiency of large models, further driving a virtuous cycle of 'supply cost reduction - demand increase.' From an industry chain perspective, core investment areas worth watching include optical communications, custom chip services, storage, and wafer foundries.

The E Fund STAR Chip Design ETF (589030) tracks the SSE STAR Market Chip Design Theme Index, which covers all links in the semiconductor industry chain including design, manufacturing, packaging & testing, and equipment. It reflects the overall development trends of the semiconductor industry, with digital chip design and analog chip design being the top two weight sectors, accounting for over 90% combined.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional accumulation in index investment. Its index product lineup comprehensively covers mainstream broad-based indices, involving multiple sector indices, cross-border and cross-market indices, reaching over 10 exchanges globally. The professional index research team possesses rich experience in product design and investment management.