Dosilicon(SH:688110) Xin Lang Cai Jing·2025-08-11 05:20Core Viewpoint - The rapid development of AI and related technologies is significantly driving the upgrade of computing infrastructure, leading to increased demand for computing power and a strong performance in the semiconductor sector, particularly in the context of the STAR Market chip index and related ETFs [1][4]. Group 1: Market Performance - The STAR Market chip index rose by 1.06% as of August 11, 2025, with notable increases in constituent stocks such as Dongxin Technology (up 18.76%) and Peak Technology (up 8.86%) [1]. - The STAR Chip ETF (588200) also saw a gain of 1.05% [1]. - The STAR Chip ETF recorded a turnover rate of 3.59% and a transaction volume of 1.157 billion yuan, with an average daily transaction volume of 2.456 billion yuan over the past year, ranking first among comparable funds [3]. Group 2: Fund Growth and Performance - The STAR Chip ETF experienced a significant increase in scale, growing by 667 million yuan over the past week, leading in new scale among comparable funds [3]. - The ETF's share count increased by 51.6 million shares in the same period, also ranking first in new shares among comparable funds [3]. - The latest net inflow of funds into the STAR Chip ETF was 561 million yuan, indicating strong investor interest [3]. Group 3: Sector Insights - The demand for electronic components is in a mild recovery phase, with storage chip prices rebounding since February 2025, and DDR4 prices reaching 2022 highs [4]. - Global pure semiconductor foundry revenue is expected to grow by 17% year-on-year, with 3nm node revenue increasing by over 600%, driven by demand from AI PCs and high-performance computing (HPC) [4]. - As of July 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.59% of the index, with companies like Cambricon, SMIC, and Haiguang Information leading the way [4][6].