AI Computing Power Theme Surges, Integrated Circuit ETF (159546) Closes Up 2.6%

SadMoneyMeow · 2026-03-17T12:45:51+00:00

On March 16, the Integrated Circuit ETF (159546) rose 2.6% driven by increased computing power demand from the AI wave. Reports indicate growing high-bandwidth memory demand, with the memory chip industry entering an upward cycle. Investors should exercise caution and pay attention to risk disclosures.

SadMoneyMeow

2026-03-17 12:45:51

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On March 16, AI computing power surged, with the Integrated Circuit ETF (159546) closing up 2.6%.

Datong Securities pointed out that the AI wave has driven a surge in computing power demand, with high-bandwidth memory (HBM) demand skyrocketing. The value of sectors such as servers, AI chips, optical chips, storage, and PCB boards will significantly increase. The storage chip industry is entering a new cycle of prosperity, with DRAM prices since June 2025 showing a strong upward trend, directly reflecting the robust demand for high-performance memory from AI servers. China’s semiconductor industry is accelerating domestic substitution.

The Integrated Circuit ETF (159546) tracks the IC Index (932087), which mainly covers companies engaged in IC design, manufacturing, packaging, testing, and related materials and equipment. The constituent stocks have high technological content and R&D investment, reflecting the development level and technological progress of China’s IC industry. The index focuses on technology innovation sectors.

Risk Reminder: Mentioned individual stocks are for industry event analysis only and do not constitute any stock recommendation or investment advice. Short-term fluctuations of the index are for reference only and do not indicate future performance, nor do they constitute a promise or guarantee of fund performance. Views may be adjusted according to market conditions and do not constitute investment advice or guarantees. Different funds have different risk and return characteristics; investors are advised to carefully read the fund legal documents, fully understand product features, risk levels, and distribution principles, and choose products that match their risk tolerance. Invest cautiously.

Daily Economic News

(Edited by Guo Jiandong)

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