As global silicon wafer manufacturers start a cycle of price increases one after another, and AI computing power drives the restructuring of industry demand, the semiconductor silicon wafer circuit ushered in a dividend window with a sharp rise in volume and price. Driven by price increases, as of July 12, 2026, the semiconductor silicon wafer index nearly doubled during the year, and individual stocks in the sector took turns doubling. The reporter noticed that leading public funds, represented by Cathay Pacific Fund, Huaxia Fund, E-Fangda Fund, and Wells Fargo Fund, have already bet on the layout in advance. Its products were separately equipped with core targets such as Leon Micro, Youyan Silicon, and Shengong Co., Ltd. in the first quarter of this year. They locked in current market dividends with accurate forward-looking industry trends, and the fund's performance was outstanding. Many public fund managers interviewed believe that the core driving force of the silicon wafer sector has now shifted from a simple supply and demand cycle to structural growth driven by demand for AI computing power. With the support of both policy and capital, there is huge room for increasing the localization rate. However, in the short term, we need to be wary of the risk of high stock price pullbacks, but in the medium to long term, leading companies with technical barriers and customer certification advantages are expected to continue to benefit from the AI wave and domestic substitution.

As global silicon wafer manufacturers start a cycle of price increases one after another, and AI computing power drives the restructuring of industry demand, the semiconductor silicon wafer circuit ushered in a dividend window with a sharp rise in volume and price. Driven by price increases, as of July 12, 2026, the semiconductor silicon wafer index nearly doubled during the year, and individual stocks in the sector took turns doubling. The reporter noticed that leading public funds, represented by Cathay Pacific Fund, Huaxia Fund, E-Fangda Fund, and Wells Fargo Fund, have already bet on the layout in advance. Its products were separately equipped with core targets such as Leon Micro, Youyan Silicon, and Shengong Co., Ltd. in the first quarter of this year. They locked in current market dividends with accurate forward-looking industry trends, and the fund's performance was outstanding. Many public fund managers interviewed believe that the core driving force of the silicon wafer sector has now shifted from a simple supply and demand cycle to structural growth driven by demand for AI computing power. With the support of both policy and capital, there is huge room for increasing the localization rate. However, in the short term, we need to be wary of the risk of high stock price pullbacks, but in the medium to long term, leading companies with technical barriers and customer certification advantages are expected to continue to benefit from the AI wave and domestic substitution.