As a tech enthusiast, you may have noticed: this year's AI PCs, AI phones, smart glasses, robots... are no longer just concepts but are being mass-produced with real investment. However, you might not have considered in detail: who is providing the core hardware behind these impressive devices? The answer lies within a supply chain currently being "rewritten" by AI. Previously, the consumer electronics supply chain revolved around smartphones; now, AI servers, high-speed switches, AI PCs, and robots have taken center stage. Companies originally focused on precision manufacturing, thermal management, structural components, and connectors are quietly shifting their capabilities toward higher-value AI hardware. Luxshare Precision is the most typical example. Mention it before, and everyone knew it as a major assembler for Apple's earbuds. Now? Its 224G high-speed cables are already in mass production—these act like "data highways" between AI servers. Furthermore, it has recently proactively scaled back its smartphone assembly business to redirect resources toward AI PCs. The transformation at Foxconn Industrial Internet is even more direct. As a leading assembler of AI servers, its Q1 2026 revenue surged 56.52% year-over-year, with net profit more than doubling. What's driving this? A 3.8-fold surge in shipments of AI GPU cabinets and a significant increase in shipments of 800G and above high-speed switches. AI orders are rewriting the financial statements of these companies. Looking at the sector distribution within the CSI Consumer Electronics Theme Index, semiconductors account for approximately 44%, traditional consumer electronics about 25%, and electronic components around 16%. This means the most prominent term in the name, "consumer electronics," actually represents only a quarter—the real bulk consists of chip design, wafer foundry, advanced packaging and testing, and high-end PCBs, all core segments of AI hardware. Data source: Wind, as of May 22, 2026. Sector classification uses Shenwan secondary industry categories. Examining the index's top 20 constituents reveals a lineup focused on "hardcore" technology. Cambricon is a leader in domestic AI chips, SMIC is the top wafer foundry, Montage Technology specializes in memory interface chips for AI servers, VeriSilicon provides chip customization services, JCET and Tongfu Microelectronics handle advanced packaging and testing, Dongshan Precision and Shengyi Technology supply high-end PCBs for AI servers, and Foxconn Industrial Internet assembles AI servers and manufactures switches. Additionally, both Luxshare Precision and Dongshan Precision have entered the optical communication sector. Table: Top 20 Constituents of the CSI Consumer Electronics Theme Index Data source: Wind, as of May 22, 2026. In essence, this index bundles most key segments of AI hardware for you in one go—from design to manufacturing, from chips to servers. You don't need to agonize over whether to buy chip stocks or PCB stocks—the index has already performed industry-chain-level diversification on your behalf. Each segment of AI hardware has its own rhythm—one day optical modules are hot, the next day PCBs are trending, and the day after semiconductor packaging and testing rises. Retail investors chasing individual stocks can easily mis-time the market. However, using an index tool to cover multiple key segments at once essentially swaps the high-difficulty task of "guessing which segment will rise" for the more stable strategy of "keeping pace with the overall performance of the entire industry chain." E Fund Consumer Electronics ETF (562950) is the largest product tracking this index, with a management fee of only 0.15% per year, the lowest for comparable benchmarks. Investors without stock trading accounts can also participate through the corresponding E Fund CSI Consumer Electronics Theme ETF feeder fund (A/C: 018896/018897) available over-the-counter.
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