Memory + compute power are seeing both volume and price surge; Global X China Cloud Computing ETF (02826.HK) jumps more than 3%.

NewTimeSpace ：Jan 12, 2026: The global semiconductor rally that began on New Year’s Day is still gathering steam, with upstream equipment and materials names offering the clearest visibility. Memory (“storage”) and compute (“power”) are now moving in lock-step—prices and volumes rising together. Global X China Cloud Computing ETF (02826.HK) jumped more than 3% in early trade and is up >50% over the past 12 months.

Ticker 02826.HK tracks the Solactive China Cloud Computing Index NTR, a Solactive-built benchmark designed to mirror the Chinese cloud ecosystem. Its basket sweeps across data-center REITs, IaaS, PaaS and SaaS vendors, making it the go-to gauge for the sector’s overall performance.

Compute: Just after midnight on Jan 6 NVIDIA unveiled its next-gen AI architecture, “Vera Rubin.” The flagship Rubin GPU delivers 5× the inference throughput of the current Blackwell platform, tightening the global scramble for AI accelerators.

Storage: International memory giants are extending their steep price hikes into Q1. Samsung and SK hynix will reportedly raise server-DRAM quotes by 60–70% vs. Q4-2025. SanDisk has gone a step further, asking select customers for 100% cash prepayment to lock in NAND allocation for the next 1–3 years—terms industry veterans call “unprecedented.”

Materials: TECHCET projects the worldwide semiconductor-materials market will hit ~US$70bn in 2025 (+6%) and exceed US$87bn by 2029. China is moving even faster—domestic critical-material revenue is forecast at RMB 174bn this year, up 21% YoY, according to the China Commercial Industry Research Institute.

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