All third-quarter 2026 financial reports for the STAR Market have now been disclosed.
According to statistics, the STAR Market is home to 16 semiconductor equipment companies in total, spanning core segments such as etching, thin-film deposition, inspection, and packaging and testing; in the third quarter of this year, all of these companies achieved positive revenue growth, with 14 of them turning a profit, further highlighting the sector's overall operational resilience. (Data source: Wind, as of 26/11/3)
Looking at overall third-quarter performance, growth among leading equipment makers was relatively steady.
An etching equipment leader posted third-quarter net profit attributable to shareholders of 1.309 billion yuan, up 159.02% year on year. Its financial report shows that the company increased new shipments of high-end products for critical etching processes in advanced logic and memory device manufacturing, and achieved large-scale mass production across multiple etching processes in advanced logic and advanced memory devices.
In addition, a leading thin-film deposition equipment maker reported third-quarter net profit attributable to shareholders of 1.088 billion yuan, up 135.39% year on year. The main reason for the profit growth was the gradual release of production scale effects, combined with the mass-production application of new products and new-process equipment, which effectively lowered unit production costs.
A leading CMP equipment maker saw third-quarter revenue rise 23.71% year on year, while net profit attributable to shareholders grew 53.46%, maintaining steady performance. (Information source: STAR Market Daily - A look inside the STAR Market semiconductor equipment sector's third-quarter reports: revenue growth across the board - 26/11/2)
Overseas high-frequency data further validates the global semiconductor upcycle.
South Korea's Ministry of Trade, Industry and Energy disclosed on November 1 that South Korea's semiconductor exports in October reached 56.4 billion US dollars, up 259% year on year, exceeding the 50 billion US dollar mark for a second consecutive month and approaching half of South Korea's total exports; the export growth mainly stemmed from continued equipment investment by major global technology companies vying for leadership in the AI industry, with chip prices and sales volumes remaining elevated. (Information source: Securities Times - Just now, collective surges in dark pool trading! Chips, positive news arrives - 26/11/1)
On the investment tool front, the Huatai-PineBridge STAR Chip Equipment ETF (588710) closely tracks the STAR Semiconductor Materials and Equipment Index. About 88% of the underlying index's industry exposure is focused on the upstream "materials + equipment" segment, with a 54% exposure to the "memory chip" concept and a 70% exposure to the "advanced packaging" concept, positioning it to potentially benefit from memory capacity expansion, wafer fab capital expenditure, and domestic substitution trends. Off-exchange investors may consider its feeder funds (Class A 024974 / Class C 024975). (Concept exposure data source: iFind, China Securities Index Co.; industry classification based on Shenwan Tier-3 industries; data source: Wind; all above data as of 26/11/3; the industries and weights of index constituents may change as index constituents are adjusted and prices fluctuate)
In terms of liquidity, Wind data shows that trading in the Huatai-PineBridge STAR Chip Equipment ETF (588710) has heated up. Since market volatility began in October (26/10/8-26/11/3), the ETF's average daily turnover reached 1.114 billion yuan, up 41% from an average daily turnover of 788 million yuan in January-September this year, reflecting increased capital activity.
Huatai-PineBridge Fund is among China's first batch of ETF managers, having深耕 the index investment field for nearly 20 years and creating for investors index tools with transparent exposure, convenient trading, and low fees, such as the CSI 300 ETF Huatai-PineBridge (510300) and the A500 ETF Huatai-PineBridge (563360). As of the end of September 2026, the company's ETFs have generated a cumulative profit of 164.6 billion yuan for holders since 2024, and its ETFs have paid cumulative dividends of 32.175 billion yuan since inception.
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