The storage chip sector is active again, with multiple leading stocks reaching new highs, and the chip ETF Yifangda (516350) benchmark index rising more than 1%.

SadMoneyMeow

2026-03-18 07:24:49

Abstract generation in progress

On the morning of March 18, the semiconductor industry chain rebounded, with storage chip concept stocks leading the gains. Bawei Storage and Demingli reached new historical highs in their stock prices. As of 10:02, the CSI Chip Industry Index rose by 1.4%, and the Shanghai STAR Market Chip Design Theme Index increased by 1.6%.

In terms of news, the “seller’s market” for storage chips is intensifying. SK Hynix revealed that current DRAM and NAND inventories only last about four weeks, and supply shortages are affecting cloud service providers and consumer electronics terminals alike. Vivo recently adjusted the retail prices of some products, citing the ongoing sharp increase in global semiconductor and storage costs. This makes Vivo the latest smartphone manufacturer after OPPO and Honor to announce a price hike, as semiconductor price increases are rapidly passing through to end users.

Industrial Securities pointed out that by 2026, the storage industry will struggle to achieve large-scale effective supply, and domestic storage chip design and storage module manufacturers are expected to benefit.

The CSI Chip Industry Index comprehensively covers the entire chip industry chain, with digital chip design, semiconductor equipment, and integrated circuit manufacturing accounting for 51%, 20%, and 10%, respectively. The Shanghai STAR Market Chip Design Theme Index focuses on chip design, with nearly 80% of its composition in digital chip design. Chip ETFs such as E Fund (516350, connecting fund A/C: 018411/018412) and STAR Market Chip Design ETF E Fund (589030) track these indices, allowing investors to easily capitalize on domestic chip development opportunities.

Daily Economic News

(Editors: He Chong)

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