The E Fund Semiconductor Equipment ETF (159558) rose by 2.11%, while a leading company in thin-film deposition announced plans to raise funds to further its core main business.

Gelonghui, November 28 | The semiconductor materials and equipment sector performed strongly, with Topping Technology and Huahai Qingke rising over 4%, driving the E Fund Semiconductor Equipment ETF (159558) up by 2.11%. On the news front, on November 27, a leading company in thin-film deposition disclosed its plan for issuing A-shares to specific investors in 2025. The company intends to raise no more than 4.6 billion yuan, which will be allocated to three main areas: the construction of a high-end semiconductor equipment industrialization base, the establishment of a cutting-edge technology research and development center, and replenishment of working capital. These efforts focus on core business operations and emphasize innovation in science and technology. A leading domestic supplier of semiconductor thin-film deposition equipment is raising funds to advance its core business, potentially acting as a catalyst for the A-share semiconductor equipment supply chain. Currently, there is a demand for capacity expansion in both mature and advanced process chips in China, and there remains room for improvement in the localization of equipment. Equipment manufacturers are intensifying their deployment of core equipment, positioning themselves to benefit from the domestic chip production expansion wave, with potential growth in orders and performance. Focusing on sectors related to semiconductor equipment may allow them to capitalize on the upward trend in the equipment industry brought about by the steady progress towards self-reliance in the chip industry. The E Fund Semiconductor Equipment ETF (159558) and its linked A/C shares (021893/021894) closely track the CSI Semiconductor Materials and Equipment Index, with semiconductor equipment accounting for 61% and semiconductor materials for 22%. It covers key segments such as photolithography machines, etching machines, thin-film deposition equipment, silicon wafers, and photoresists, aligning well with the theme of domestic substitution. Datong Securities believes that AI computing power demand remains strong, and the semiconductor industry’s current demand is still robust. Meanwhile, the ongoing push for domestic substitution continues to support healthy demand for domestic semiconductor equipment.