US Imposes Tariffs on Select Semiconductor Products! Global X Asia Semiconductor Etf (03119.HK) Rallies Nearly 2% in Afternoon Trading
NewTimeSpace reports—The White House announced on January 14, 2026 that the United States will impose a 25% ad valorem tariff on certain imported semiconductors, semiconductor manufacturing equipment, and derivatives starting on the 15th. According to the fact sheet released by the White House, Nvidia's H200 chips and AMD's MI325X AI accelerator chips are among the products subject to the additional tariffs.
Regarding Hong Kong-listed ETFs,Global X Asia Semiconductor Etf (03119.HK) turned positive in afternoon trading. As of 14:55,Global X Asia Semiconductor Etf (03119.HK) had risen 1.53%, with market sentiment showing clear catalyst effects.
Global X Asia Semiconductor Etf (03119.HK) is an ETF issued by Global X that tracks the Solactive Asia Semiconductor Net Total Return Index, focusing on core enterprises across Asia's semiconductor industry chain. The product covers key segments including chip design, manufacturing, and equipment, with major holdings comprising industry leaders such as TSMC, Samsung Electronics, and SK Hynix—providing investors with a convenient tool for one-click exposure to Asia's semiconductor growth opportunities. It can be traded through Hong Kong stock accounts with T+0 intraday trading capability, allowing participation in Asian technology stocks without opening overseas accounts.
Huatai Securities noted that DRAM prices continue to rise, driven by explosive AI storage demand, and TSMC's Q4 revenue exceeding expectations highlights the resilience of AI chips. Memory leaders Samsung and Hynix are planning price increases of 60%-70%, with server DRAM supply-demand tension persisting throughout 2026. Domestic substitution is accelerating, and investors are advised to pay attention to leading players across the entire memory, equipment, and materials industry chain. (Source: Huatai Securities "DRAM Quotes Continue to Rise, TSMC Q4 Revenue Growth Exceeds Expectations," January 14, 2026)
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