All segments are entering a peak period of capital expenditure, benefiting domestic semiconductor equipment. Semiconductor equipment ETFs with a high equipment allocation, such as E Fund, are receiving significant attention.

As of March 19, 2026, 13:16, the Semiconductor Equipment ETF E-Fund (159558) had a turnover of 2.69% during the session, with a transaction volume of 134 million yuan.

As of March 18, the Semiconductor Equipment ETF E-Fund (159558) saw a growth of 65.4644 million yuan in scale over the past two weeks, achieving significant growth. In terms of capital inflow, the Semiconductor Equipment ETF E-Fund (159558) has accumulated “capital absorption” of 154 million yuan over the last 10 trading days.

Shenwan Hongyuan Securities pointed out that the entire sector is entering a peak period of capital expenditure, benefiting domestic semiconductor equipment. SEMI expects that by 2026, the semiconductor equipment market in mainland China will continue to lead all regions, accounting for about 30% of global investment, with domestic equipment manufacturers continuing to benefit from high-intensity capital expenditure. In addition, the localization of equipment is entering an acceleration phase; according to data released by the Semiconductor Industry Association, the proportion of domestic semiconductor manufacturing equipment used in mainland China has increased from 25% in 2024 to 35% in 2025.

Related targets: Semiconductor Equipment ETF E-Fund (159558, A/C: 021893/021894), closely tracking the CSI Semiconductor Materials and Equipment Theme Index. The CSI Semiconductor Materials and Equipment Theme Index selects 40 listed companies involved in semiconductor materials and semiconductor equipment as index samples, reflecting the overall performance of securities from listed companies in the semiconductor materials and equipment sectors.