The Sci-Tech Chip ETF Guotai surges over 6% in the afternoon, with domestication acceleration and export advantages creating structural opportunities.

As of 14:39 on April 8, 2026, the Guotai ( 589100 ) Science and Technology Innovation Chip ETF has risen by 6.01%, hitting three consecutive gains. The latest price is 1.61 yuan.

The global semiconductor industry is accelerating toward a trillion-dollar scale, with SEMI expecting the target originally set for 2030 to be achieved ahead of schedule by the end of 2026. At GTC 2026, Jensen Huang announced that the total procurement orders for the Blackwell and Rubin platforms will reach at least 1 trillion dollars by 2027. AI is evolving from prompt-driven tools to long-term intelligent systems with reasoning, planning, and execution capabilities. Against this backdrop, computing power chips have become the core growth engine of this round of semiconductors, with industry chain companies such as Cambrian, Lankao Technology, Loongson Zhongke, and Jiangbolong continuing to benefit from the surge in AI server volume and exponential growth in inference-side computing power.

Short-term strong demand for AI computing hardware, medium-term certainty, supports the sustained upward trend of the entire upstream chip design, manufacturing, and packaging testing sectors. China Merchants Securities pointed out that the explosive growth in AI computing demand is the core driving force, and the semiconductor sector is showing a trend of rising prices and quantities. As the “optical into copper retreat” technology route accelerates and infrastructure for computing power expands, accelerated domestic substitution and export advantages will create structural opportunities.

Data shows that as of March 31, 2026, the top ten weights of the Shanghai Science and Technology Innovation Board Chip Index ( 000685 ) are China International Semiconductor, Haiguang Information, Cambrian, Lankao Technology, Microchip, Xin Yuan Shares, Baiwei Storage, Tuojing Technology, Yuanjie Technology, and Huahong Company, with the top ten weights accounting for 60.99% in total.

The Guotai ( 589100 ) Science and Technology Innovation Chip ETF offers a one-click layout of all scenarios for domestically produced “chips,” bundling core leaders across the entire domestic chip industry chain and all categories.

The Guotai ( 589100 ) Science and Technology Innovation Chip ETF connects with the outside via ( Guotai Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF Launch Connection A: 024853; Guotai Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF Launch Connection C: 024854 )