NewTimeSpace – 16 Jan: A-share CPO names sprinted in late-morning trade, with RoboTechnik, KETRON Tech and peers printing fresh all-time highs. By 11:27 a.m. Global X China Semiconductor ETF (03191.HK) was up more than 2.5%. Listed in Hong Kong and managed by Global X’s Korea desk, the ETF is the only pure-play proxy for the entire mainland semiconductor value chain available in the HK market.

Third-quarter index data show a 100% China-chip footprint; top-10 holdings—North Huachuang, SMIC, Montage, AMEC, Guoxin Micro among them—span wa fabs, capital equipment, memory, fabless and packaging, avoiding the consumer-electronics or software dilution common in generic “tech” ETFs.

J.P. Morgan has again lifted its long-range TPU forecast: Google’s accelerator shipments are now projected to reach 3.7 mn units in 2026 and 5 mn in 2027, well ahead of prior consensus.

LightCounting sees the global optical-module market hitting US$37 bn by 2029, with 1.6T modules entering commercial service this year and demand of 2.5–3.5 mn units worldwide.

CSCIC reiterates that rapid GPU/ASIC upgrades keep pushing compute performance higher, while data-movement needs explode. 800G module hyper-growth already reflects AI’s bandwidth thirst; 800G volume will stay steep in 2026, 1.6T will scale sharply and 3.2T R&D is now under way.

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