On February 13, semiconductor stocks maintained their strong performance, with the Huabao Shanghai Sci-Tech Innovation Board Chip ETF (589190) rising over 1% in intraday trading. Fuchuang Precision surged more than 14%, while Shengke Communications-U gained over 11%. Companies including Jiehuate, Xinyuanwei, Tuojing Technology, and Hua Hong Semiconductor Limited (01347) were among the top gainers.

The Shenzhen Industrial and Information Technology Bureau recently released the "Shenzhen Artificial Intelligence Plus Advanced Manufacturing Action Plan (2026-2027)". The plan proposes applying AI technology to key segments of the semiconductor supply chain, utilizing artificial intelligence to optimize efficiency in chip design, software coding, and other areas.

Strengthening the semiconductor industry through AI chip breakthroughs, the strategy calls for developing high-performance, energy-efficient specialized SoC master chips for AI devices including AI phones, AI glasses, and smart robots. It supports innovative processor architectures like memory-computing integration and in-memory computing. For the trillion-yuan new energy vehicle market, the plan promotes domestic alternatives for 14nm and below automotive-grade high-level autonomous driving AI chips, smart cockpit SoCs, domain controller MCUs, and central domain SoC/MPU chips.

Hua Hong Semiconductor Limited (01347) announced record-breaking fourth-quarter revenue of $659.9 million, representing a 22.4% year-over-year increase and 3.9% quarterly growth. The company projects first-quarter 2026 revenue between $650 million and $660 million, with gross margins anticipated in the 13-15% range.

Global semiconductor sales rose 37.1% year-over-year in January 2026, marking 26 consecutive months of growth. DRAM and NAND Flash spot prices increased approximately 39% and 35% month-over-month respectively, indicating unprecedented investment opportunities across the semiconductor value chain.

The Huabao Shanghai Sci-Tech Innovation Board Chip ETF (589190) and its feeder funds track the SSE STAR Market Chip Index, comprising 50 companies involved in semiconductor materials, equipment, chip design, manufacturing, packaging, and testing. The ETF provides comprehensive exposure to the semiconductor industry, with over 90% allocation to core segments like integrated circuits and semiconductor equipment.

Since its base date, the SSE STAR Market Chip Index has achieved an annualized return of 17.93% through end-2025, outperforming comparable indices while demonstrating smaller maximum drawdowns and superior risk-adjusted returns.

Investment involves risks including potential loss of principal. Investors should carefully review fund documentation and consider their risk tolerance before investing. Past performance does not guarantee future results.