Intel will invest $14.2 billion to repurchase a 49% stake in the Irish wafer factory. The Sci-Tech Semiconductor ETF Huaxia (588170), which has a high "equipment" content, increased by 359 million yuan in the past week.

As of 10:52 on April 2, 2026, the Huaxia STAR Market Semiconductor ETF (588170) fell 2.96%, and the Huaxia Semiconductor Equipment ETF (562590) fell 3.37%.

In terms of popular stocks, XinYichang led the gain with an increase of 4.48%, Huaxing Yuanchuang rose 4.13%, and Jinhong Gas rose 2.59%; meanwhile, Zhongke Feiceo fell 5.53%, Oulaixin Materials dropped 4.87%, and Microelectronics Company fell 4.85%.

In terms of liquidity, the Huaxia STAR Market Semiconductor ETF had an intraday turnover rate of 5.28%, with trading volume of 437 million yuan; the Huaxia Semiconductor Equipment ETF had an intraday turnover rate of 2.87%, with trading volume of 72.3001 million yuan.

In terms of size, the Huaxia STAR Market Semiconductor ETF’s size over the past week increased by 359 million yuan, achieving significant growth, with new inflows leading its peers; the Huaxia Semiconductor Equipment ETF’s size over the past week increased by 130 million yuan, achieving significant growth, with new inflows leading its peers.

Regarding capital inflows, the Huaxia STAR Market Semiconductor ETF’s latest net capital inflow was 158 million yuan. Looking over a longer period, over the past 5 trading days, the cumulative "capital-absorbing” amount reached 45.9271 million yuan; the Huaxia Semiconductor Equipment ETF’s latest net capital inflow was 38.6737 million yuan. Looking over a longer period, over the past 5 trading days, net inflows occurred in 3 days, with the cumulative "capital-absorbing” amount totaling 64.9173 million yuan, and the average daily net inflow reaching 12.9835 million yuan.

On the news front, Intel and alternative asset manager Apollo announced that they have reached a definitive agreement. Intel will repurchase 49% of the equity interest in the joint venture held by Apollo that is related to Intel Ireland’s Fab 34 wafer fab at a price of $14.2 billion.

Open Source Securities noted that semiconductor wafer foundry is a cyclical growth segment characterized by extremely high capital and ecosystem barriers. Currently, the evolution paths of international large manufacturers have diverged: in advanced logic, TSMC has remained the absolute leader, driven by a flywheel effect of massive orders that feeds back into substantial R&D and capital expenditure; Samsung and Intel are accelerating their catch-up efforts. Meanwhile, in mature process technologies, core competitiveness is accelerating its shift toward specialty process platforms, which have very high requirements for customized services and exhibit clear features such as a long lifecycle and strong customer stickiness.

Related ETFs: Huaxia STAR Market Semiconductor ETF (588170) and its feeder fund (A shares: 024417; C shares: 024418): the tracked index is the STAR Market’s only semiconductor equipment theme index, in which advanced packaging has the highest content in the entire market (about 50%), focusing on hard-core equipment companies at the forefront of technological innovation.

Huaxia Semiconductor Equipment ETF (562590) and its feeder fund (A shares: 020356; C shares: 020357), tracking the CSI Semiconductor Materials and Equipment theme index, where the content of semiconductor equipment is the highest among all market indices (about 63%), directly benefiting from the global chip price increase cycle’s deterministic demand for "shovel sellers” (equipment vendors).

Daily Economic News

(Editor: Dong Pingping)

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