Meta and AMD Reach Estimated $100 Billion AI Chip Agreement; GF CSI Semiconductor Material Equipment Theme ETF(560780) Surges Over 3%

As of 10:57 on February 25, 2026, GF Semiconductor Equipment ETF (560780) rose 3.25%, extending its winning streak to four consecutive sessions, with the latest price at 2.1 yuan.In terms of liquidity, GF Semiconductor Equipment ETF recorded an intraday turnover rate of 2.79%, with trading volume reaching 109 million yuan. Looking at a longer time frame, as of February 24, the ETF's average daily trading volume over the past year was 61.9247 million yuan. In terms of scale, GF Semiconductor Equipment ETF's latest assets under management reached 3.873 billion yuan.

As of 10:57 on February 25, 2026, GF Semiconductor Equipment ETF (560780) rose 3.25%, extending its winning streak to four consecutive sessions, with the latest price at 2.1 yuan. Looking at a longer time frame, as of February 24, 2026, GF Semiconductor Equipment ETF has cumulatively increased 1.25% over the past two weeks, ranking 2nd out of 5 comparable funds in terms of gains. (The stocks listed above are index constituents only, with no specific recommendation intended.)

In terms of liquidity, GF Semiconductor Equipment ETF recorded an intraday turnover rate of 2.79%, with trading volume reaching 109 million yuan. Looking at a longer time frame, as of February 24, the ETF's average daily trading volume over the past year was 61.9247 million yuan. (Data source: Wind)

In terms of scale, GF Semiconductor Equipment ETF's latest assets under management reached 3.873 billion yuan. (Data source: Wind)

Data shows that leveraged funds continue to build positions. GF Semiconductor Equipment ETF's latest margin purchase amount reached 5.694 million yuan, with the latest margin balance at 51.175 million yuan. (Data source: Wind)

As of February 24, GF Semiconductor Equipment ETF's net value has risen 137.73% over the past two years, ranking first among comparable funds, and ranking 73rd out of 2,563 index equity funds, placing it in the top 2.85%. In terms of return capability, as of February 24, 2026, since its inception, GF Semiconductor Equipment ETF's highest monthly return was 25.53%, the longest consecutive rising period was 4 months, the longest consecutive rising gain was 57.57%, the ratio of rising to falling months was 14/11, the average return rate during rising months was 11.08%, the annual profit percentage was 100.00%, and the historical 2-year holding profit probability was 100.00%. As of February 24, 2026, GF Semiconductor Equipment ETF's annualized excess return over the benchmark since inception was 3.50%.

In terms of drawdown, as of February 24, 2026, GF Semiconductor Equipment ETF's relative benchmark drawdown year-to-date was 0.09%, representing the smallest drawdown among comparable funds.

In terms of fees, GF Semiconductor Equipment ETF has a management fee of 0.50% and a custody fee of 0.10%, representing the lowest fee structure among comparable funds.

In terms of tracking accuracy, as of February 24, 2026, GF Semiconductor Equipment ETF's tracking error over the past month was 0.010%, demonstrating the highest tracking precision among comparable funds.

GF Semiconductor Equipment ETF closely tracks the CSI Semiconductor Materials and Equipment Theme Index. The CSI Semiconductor Materials and Equipment Theme Index selects 40 listed company securities involved in semiconductor materials and semiconductor equipment fields as index samples to reflect the overall performance of semiconductor materials and equipment listed company securities.

On the news front, Meta and AMD have reached an AI chip agreement, planning to deploy up to 6 gigawatts of AMD artificial intelligence chips over the next five years for data center expansion. The transaction is expected to be valued at approximately $100 billion, and Meta is also expected to acquire up to 10% equity stake in AMD.

Institutions believe that memory chips are poised to enter a new AI-driven cycle of prosperity. Capital expenditures by global cloud service providers may accelerate, potentially driving demand growth for servers and upstream components, with the proportion of server storage expected to further increase. Moreover, capital expenditures are likely to rise during the prosperity cycle, boosting demand for upstream semiconductor equipment and other industries.

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