I
China Semiconductor Innovation & Growth Index

SEMICHIN

Index Performance

+27.61%
SEMICHIN
+5.76%
TMLARGE
Sep 30, 2024Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 28, 2024Dec 6, 2024Dec 16, 2024Dec 27, 2024-10%0%10%20%30%40%50%

Overview

Description

Chinese semiconductor equipment companies are primarily driven by the confluence of governmental support, technological innovation, and the escalating global demand. China's national plan, "Made in China 2025", together with the government's heavy economic support, are emboldening domestic companies to ramp up their competence, aiming towards self-sufficiency and alleviating dependency on foreign imports. Domestic tech leaders such as SMIC and AMEC are propelling innovation with increased R&D investments while forging strategic alliances to capture market share. Additionally, the surging worldwide demand for semiconductors, especially for applications in 5G technology, artificial intelligence (AI), and automotive electronics, creates enormous growth opportunities for these companies. Possible subcategories can include wafer equipment, semiconductor testing equipment, chip packaging, and design tools, each undergoing rapid transformation in alignment with the latest technological developments in the broader semiconductor sector.

  • TickerSEMICHIN
  • Inception Date08/22/2023
  • WeightingEqual
  • # of holdings7
What's inside?
Sectors
  • Producer Manufacturing
    43.00%
  • Electronic Technology
    30.63%
  • Non-Energy Minerals
    13.27%
  • Technology Services
    13.10%

Holdings

All holdings as of December 27, 2024
CSV download
BOE HC SemiTek Corp. (300323)16.04%$1.93B25.23%1.82%2.85
Zhejiang Jingsheng Mechanical & Electrical Co., Ltd. (300316)14.74%$5.99B-14.02%31.91%2.30
Will Semiconductor Co., Ltd. Shanghai (603501)14.59%$17.58B9.52%30.34%5.72
Advanced Micro Fabrication Equipment, Inc. China (688012)14.39%$16.83B35.65%43.51%12.48
Anji Microelectronics Technology (Shanghai) Co., Ltd. (688019)13.87%$2.53B59.30%59.82%10.65
Aofu Environmental Technology Co., Ltd. (688021)13.27%$113.27M-10.29%6.77%3.65
Business-intelligence of Oriental Nations Corp. Ltd. (300166)13.10%$1.52B-12.79%34.93%4.39
Market data by FactSet