The storage chip market is breaking out of traditional cyclical logic, with the Sci-Tech Innovation Chip sector experiencing a surge in both volume and price, signaling high prosperity. The Sci-Tech Innovation Chip ETF, Guotai (589100), has pulled back more than 1%. One-click deployment to seize domestic upgrade development opportunities.

As of March 26, 2026, at 14:07, the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index has dropped by 1.86%, with the Cathay Sci-Tech Chip ETF (589100) retreating nearly 2%, currently priced at 1.52 yuan. In terms of liquidity, the Cathay Sci-Tech Chip ETF saw a turnover of 3.13% during the day, with a transaction volume of 16.7734 million yuan. Looking at a longer time frame, as of March 25, the average daily transaction for the Cathay Sci-Tech Chip ETF over the past month was 28.4583 million yuan.

On the news front, the memory chip market is breaking out of traditional cyclical logic and entering a new era of growth driven by AI. Guosheng Securities emphasizes that this round of memory market dynamics has shifted from cyclical speculation to structural growth, with the surge in AI server memory usage being the core driving force. The memory sector is showing dual certainty of “having performance and having long-term logic.”

Dongwu Securities points out that with the advancement of Moore’s Law, chip design has evolved into a complex system engineering that encompasses multi-physical field coupling, heterogeneous integration, and high-level reliability. A single team finds it difficult to independently bear the high costs of trial and error and must rely on professional design service providers with end-to-end modeling capabilities and deep collaboration experience with Foundry/OSAT. Taiwanese ASIC manufacturers like Heda-KY have upgraded from project-based design services to a Turnkey platform that covers tape-out, packaging, and mass production, strengthening their 3nm, 2nm, and 3DIC capabilities during the AI/HPC cycle. Their growth is highly tied to the rhythm of large customer projects and the progress of advanced process implementation.

CITIC Securities points out that the Sci-Tech Chip sector is entering a high prosperity window characterized by a resonance of volume and price. The AI industry is driving a surge in demand, with memory prices continuing to rise due to supply and demand imbalances, coupled with the deepening logic of domestic substitution. The industry possesses three core investment logics: strong demand, rising prices, and performance realization.

Data shows that as of February 27, 2026, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index are Haiguang Information, Lanke Technology, SMIC, Zhongwei Company, Cambricon, Xilinx, Tuojing Technology, Bawei Storage, Huahong Company, and Huahai Qingke, with the top ten weighted stocks accounting for a total of 58.09%.

The Cathay Sci-Tech Chip ETF (589100) allows for a one-click layout of the entire scene of domestic “chips,” packaging the core leaders of the entire industrial chain and all categories of domestic chips.

The Cathay Sci-Tech Chip ETF (589100) offers off-exchange connections (Cathay Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF Initiated Connection A: 024853; Cathay Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF Initiated Connection C: 024854).