数据显示，截至2025年12月31日，上证科创板芯片指数前十大权重股分别为中芯国际、海光信息、寒武 纪、澜起科技、中微公司、拓荆科技、芯原股份、华虹公司、沪硅产业、东芯股份，前十大权重股合计 占比57.76%。 科创芯片ETF（588200）跟踪上证科创板芯片指数，是布局科创板芯片板块的便利工具。 没有股票账户的场外投资者可以通过科创芯片ETF联接基金（017470）关注国产芯片投资机遇。 截至2026年1月12日10:24，上证科创板芯片指数强势上涨1.12%，成分股中微公司上涨8.62%，龙芯中科 上涨8.31%，唯捷创芯上涨8.15%，芯动联科，恒玄科技等个股跟涨。 消息方面，1月11日消息，谷歌、微软等企业正紧急派遣采购人员飞往首尔，不计成本地争夺日益紧缺 的DRAM货源。近几个月来，存储芯片的价格一路飙升，各大企业的采购团队扎堆于此，争相从三星和 SK海力士的总部抢购DRAM货源。以 8GB 容量的 DDR4 内存为例，其平均固定交易价格已从去年 1 月 的1.40美元，飙升至去年12月的9.30美元。 申万宏源证券指出，半导体全产业链与生产制造工艺高度绑定，在设备限制等因素下，国产晶圆厂开发 出新 ...

甬兴证券指出，AI算力需求驱动AI芯片行业快速发展，国内厂商正加速AI芯片国产化替代。AI芯片是 AI大模型的底座，技术迭代、国产化替代有望带来发展新机遇。英伟达GPU产品持续迭代，国内 GPU、ASIC（专用集成电路）厂商加速国产化替代，AI基础设施建设或将推动AI算力规模增长，从而 带动国内AI芯片企业实现收入增长。 数据显示，截至2025年12月31日，上证科创板芯片指数前十大权重股分别为中芯国际、海光信息、寒武 纪、澜起科技、中微公司、拓荆科技、芯原股份、华虹公司、沪硅产业、东芯股份(688110)，前十大权 重股合计占比57.76%。 科创芯片ETF（588200）跟踪上证科创板芯片指数，是布局科创板芯片板块的便利工具。 截至2026年1月9日11:00，上证科创板芯片指数上涨0.06%，成分股复旦微电上涨5.22%，芯原股份上涨 5.08%，睿创微纳上涨4.75%，芯动联科上涨3.94%，成都华微上涨3.58%。 没有股票账户的场外投资者可以通过科创芯片ETF联接基金（017470）关注国产芯片投资机遇。 消息方面，1月8日，三星电子披露业绩数据，核实按合并财务报表口径计算的公司2025年第四季度 ...

此外，长鑫科技IPO取得重要进展，已经完成两轮预先审阅，上交所也已经于2025年12月30日正式受理 长鑫科技的IPO申请。长鑫科技2025年前三季度实现320.84亿元的营收，产品涵盖DDR4、DDR5等产 品，是国内第一、全球第四的DRAM厂商。 方正证券指出，十五五规划半导体自主可控提速，先进制造全产业链或迎快速发展期，国产半导体设备 与存储客户共同研发，加速国产化率的提升。当前国内存储产能与全球龙头存在显著差距，需充分扩产 以确保稳定供应体系。在先进制造环节，国产半导体经过多轮验证测试，有望伴随终端客户扩产逐步提 升国产化率，行业有望再上新台阶。 截至2026年1月8日13:43，上证科创板芯片指数强势上涨1.24%，成分股芯源微上涨13.21%，海光信息上 涨8.96%，中科蓝讯上涨7.70%，芯原股份，复旦微电等个股跟涨。 消息方面，1月6日晚间，紫光国芯公告表示，陕西证监局对该公司报送的向不特定合格投资者公开发行 股票并在北京证券交易所上市辅导备案文件予以受理，该公司自2026年1月5日进入辅导期。 数据显示，截至2025年12月31日，上证科创板芯片指数前十大权重股分别为中芯国际、海光信息、寒 ...

Core Viewpoint - The semiconductor sector in China is experiencing fluctuations, with the STAR Market Chip Index showing a slight decline, while certain stocks are performing well, indicating mixed market sentiment in the industry [1] Industry Summary - As of December 8, U.S. chip stocks saw gains post-market, with NVIDIA rising nearly 3%, reflecting positive trends in the global semiconductor market [1] - Dongguan Securities highlights that artificial intelligence remains a key innovation driver in the tech sector, with various segments such as computing power, storage, equipment, and advanced packaging expected to benefit [1] - Domestic AI chip companies have rapidly developed and achieved significant progress in localization, with firms like Moore and Muxi accelerating their capital market strategies [1] - Major internet companies, including Tencent, are actively adapting to domestic computing power chips, which is expected to expedite the formation of a domestic computing power ecosystem [1] Company Summary - As of November 28, the top ten weighted stocks in the STAR Market Chip Index include Haiguang Information, Cambrian, SMIC, and others, collectively accounting for 59.66% of the index [1] - The STAR Chip ETF (588200) serves as a convenient tool for investors looking to gain exposure to the STAR Market chip sector [1] - Investors without stock accounts can access investment opportunities in domestic chips through the STAR Chip ETF linked fund (017470) [1]

Group 1 - The semiconductor sector showed strength on November 28, 2025, with the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rising by 1.22% [1] - Key stocks such as Jinghe Integrated rose by 11.32%, Tuojing Technology by 6.55%, and Tianyue Advanced by 6.13% [1] - The Chinese semiconductor industry is expected to see the chip design sector exceed 1 trillion yuan by 2030, indicating strong long-term growth potential [1] Group 2 - Dongguan Securities forecasts that artificial intelligence will remain the main innovation line in the technology sector through 2026, benefiting multiple segments including computing power, storage, equipment, and advanced packaging [1] - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 60.55% of the index, with major companies including Haiguang Information, Cambricon, and SMIC [1] Group 3 - The Sci-Tech Chip ETF (588200) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, providing a convenient tool for investing in the chip sector [2] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF Linked Fund (017470) [3]

Core Insights - The semiconductor market is experiencing significant growth, with global sales reaching $69.47 billion in September, a year-on-year increase of 25.1%, marking 17 consecutive months of growth exceeding 17% [1] - The demand for semiconductors is improving, particularly in sectors such as PCs, tablets, TWS headphones, wearable devices, and smart home products, with AI servers maintaining high growth rates [1] - The supply side shows a trend of decreasing inventory levels despite still being relatively high, and overall price increases are expected to continue, indicating a favorable supply-demand balance in November [1] Industry Summary - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rose by 3.35%, with significant gains from stocks like Haiguang Information (up 8.50%) and Cambrian (up 5.47%) [1] - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 60.55% of the index, including major players like Haiguang Information and Cambrian [2] - The Sci-Tech Chip ETF (588200) provides a convenient investment tool for those looking to invest in the domestic chip sector, with an associated fund (017470) available for investors without stock accounts [2]

Group 1 - The semiconductor sector is experiencing a significant surge, with the STAR Market chip index rising by 1.29% as of 10:03 AM on November 18, 2025, driven by notable increases in stocks such as Dongxin Co. (up 11.26%) and Huahong (up 4.77%) [1] - A price increase trend for chips is intensifying, with Samsung Electronics raising prices for certain memory chips by up to 60% compared to September, attributed to a supply shortage driven by the global AI data center construction boom [1] - Morgan Stanley forecasts that both NAND and DRAM contract prices may see double-digit percentage increases each quarter until 2026, significantly outpacing the previous cycle from 2016 to 2018 [1] Group 2 - Domestic AI chips are increasingly important, with their performance directly influencing AI model capabilities and future economic structures, driven by ongoing investments in AI infrastructure and the emphasis on self-sufficiency [2] - The STAR Market chip index focuses on the chip sector, with the top ten weighted stocks as of October 31, 2025, including Haiguang Information and Cambrian, collectively accounting for 60.55% of the index [2] Group 3 - The STAR Chip ETF (588200) serves as a convenient tool for investing in the STAR Market chip sector [3] - Investors without stock accounts can access investment opportunities in domestic chips through the STAR Chip ETF linked fund (017470) [4]