Summary · why it matters
The STAR Composite Index ETF Huaxia rose 5.48%, with the latest price at 1.56 yuan. As of 1:31 PM on August 5, 2026, the Shanghai Stock Exchange STAR Composite Index surged 5.25%, with constituent stocks such as Zhongju up 20.01%, Zhengfan Technology up 20.00%, and Wanyi Technology up 19.98%. Semiconductor equipment stocks triggered a wave of limit-up moves. In terms of news, a Counterpoint Research report showed that in the second quarter of 2026, Samsung regained the top spot in the global DRAM market with a 39% market share, followed by SK Hynix and Micron, while Changxin Memory Technologies saw revenue grow 716% year-on-year. China Securities pointed out that global semiconductor capital expenditure is entering a new upward cycle, with giants such as TSMC, Micron, and Samsung raising or accelerating their medium- to long-term expansion plans.