TSMC earnings serve as a “shot in the arm”; Xtrackers MSCI Taiwan UCITS ETF (03036.HK) surges 2.3%—a one-click, high-purity vehicle for the Taiwan semiconductor and tech complex.

NewTimeSpace — 16 Jan: TSMC opens +2%, chip names lead on earnings beat; Xtrackers MSCI Taiwan UCITS ETF (03036.HK) +2.3%.

HKEX data: 03036 tracks the MSCI Total Return Net Taiwan Index (~85 names, group cap 31.5%, single stock 18%), with TSMC, MediaTek and other semiconductor bellwethers dominating the basket—an instant, high-beta play on Taiwan’s tech complex.

TSMC Q4 net profit +35% y/y, a record eighth straight quarter of growth; 2026 capex guided at US$52-56 bn. Separately, TrendForce reports OpenAI is accelerating its in-house “Titan” AI chip, taped out on TSMC nodes and slated for late-2026 launch.

CSC Financial (2025-12-31 “Mining the AI Hardware Wave”) notes AI models are pushing memory to 3D architectures; coupled with CXMT & YMTC fab ramps, domestic semi-cap equipment is set for a new high-growth cycle. Lam Research estimates etch and deposition TAMs to expand 1.7× and 1.8×, respectively, as process complexity rises—equipment vendors capture the lion’s share.

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