The E Fund Semiconductor Equipment ETF (159558) attracted nearly RMB 620mn in inflows over the past week, while its underlying index surged 179.29% YoY.

As of 13:10, the CSI Semiconductor Materials & Equipment Theme Index (931743) fell 0.09%; among heavyweight stocks, AMEC rose 0.75%, NAURA dropped 0.47%, Changchuan Technology fell 1.35%, Piotech gained 2.79%, Huahai Qingke increased 1.02%, Skyverse dropped 1.48%, Jifeng Electronics rose 1.69%, Hualong Testing fell 1.22%, Kingsemi gained 0.17%, and NSIG advanced 3.17%; the index has surged 179.29% over the past year.

The E Fund Semiconductor Equipment ETF (159558) continues to see strong capital inflows. As of the previous trading day, the fund recorded a net inflow of 619 million RMB over the past week, 1.715 billion RMB over the past month, and 14.797 billion RMB over the past three months.

In semiconductor equipment, SK Hynix announced plans to invest $38 billion in South Korea to build wafer fabs, including the Yongin 'Y2' and Cheongju 'M17' facilities, to meet growing memory chip demand in the AI era.

Regarding semiconductor materials, TECHCET research indicates that the global CMP polishing materials market (including slurries and pads, with slurries accounting for nearly 60%) was valued at $3.8 billion in 2025, and is projected to grow 10.3% to $4.2 billion in 2026.

Caitong Securities notes that global semiconductor equipment sentiment remains positive. SEMI forecasts global semiconductor equipment sales will reach $165.9 billion in 2026, up 23.2% YoY, setting a new record. This high prosperity is fully transmitting to upstream component suppliers.

The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials & Equipment Theme Index, focusing on the semiconductor equipment and materials sectors, offering strong elasticity amid domestic substitution trends.

E Fund Asset Management is a leading comprehensive asset manager in China with over 20 years of expertise in index investing. Its index product line comprehensively covers mainstream broad-based indices across multiple sectors, including cross-border and cross-market indices, reaching over 10 exchanges globally. Supported by a professional index research team with rich experience in product design and investment management.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click exposure to this high-prosperity sector, allowing investors to capture industrial trend dividends amidst volatility. OTC investors may also consider the feeder funds A/C (021893/ 021894).