OpenClaw Drives Exponential Surge in Token Consumption Demand, Penghua Sci-Tech Semiconductor Equipment ETF (589020) Attracts Capital Attention

GateUser-bd883c58 · 2026-03-19T00:37:01+00:00

Broadcom has launched a new 3nm 400G optical PAM-4 DSP—Taurus TBCM83640 processor, designed specifically to meet the bandwidth requirements of AI data centers. The device features high bandwidth density and low power consumption. Guosen Securities notes that as an open and decoupled computing network ecosystem gradually takes shape, Broadcom will compete with companies like Nvidia and will benefit from the continuously increasing demand for interconnectivity. Additionally, the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Index reflects the overall performance of related companies.

GateUser-bd883c58

2026-03-19 00:37:01

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On the evening of March 11, Broadcom announced on its official website the launch of its 3nm 400G per channel optical PAM-4 DSP - Taurus TBCM83640. This processor is optimized for 1.6T transceiver solutions and offers unprecedented bandwidth density and efficiency. The device is equipped with a 400G per channel serial optical interface, enabling optical transceiver manufacturers to provide low-power 1.6T pluggable modules in an affordable way to meet the growing bandwidth demands of AI data centers.

Guosheng Securities emphasizes the importance of an open and decoupled computing network ecosystem. As a global leader in networking, Broadcom leverages its advantages in the field and has gradually become a partner for many super clients’ XPU collaborations. We believe that in the era dominated by CSPs’ capital expenditure, the computing (ASIC/XPU) and networking (Ethernet) sectors represented by openness and decoupling will continue to thrive, especially amid the explosive growth in AI inference demand. The open camp led by CSPs will compete long-term with NVIDIA, while network equipment providers, represented by optical communication, will benefit from the increasing interconnectedness needs of both CSPs and NVIDIA.

The Kechuang Semiconductor Equipment ETF managed by Penghua closely tracks the SSE STAR Market Semiconductor Materials and Equipment Theme Index. This index selects listed companies involved in semiconductor materials and equipment within the STAR Market as its sample, reflecting the overall performance of semiconductor materials and equipment listed companies on the STAR Market.

Data shows that as of March 9, 2026, the top ten holdings of the SSE STAR Market Semiconductor Materials and Equipment Theme Index (950125) are Huahai Qingke, SMIC, TuoJing Technology, Zhongke Feice, Shanghai Silicon Industry, XinYuan Micro, Anji Technology, Huafeng Testing & Control, Tianyue Advanced, and Fuchuang Precision. These ten stocks account for a total of 73.19% of the index.

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