The memory chip sector is entering a supercycle, with the broader semiconductor industry broadly strengthening; Global X Asia Semiconductor Etf (03119.HK) surged over 2%.NewSpace Market Watch: Global semiconductor materials and equipment sectors surged ac

NewTimeSpace Market Watch: Global semiconductor materials and equipment sectors surged across the board, with South Korean semiconductor exports skyrocketing 70.2%. As of 11:04 a.m. on January 27, 2026, Global X Asia Semiconductor Etf (03119.HK) jumped over 2%, with constituents TSMC, Samsung Electronics, and SK Hynix all showing strong momentum.

According to HKEX data, Global X Asia Semiconductor Etf (03119.HK) tracks the Solactive Asia Semiconductor 30 Index, employing a market-cap-weighted strategy focused on core segments of Asia's semiconductor supply chain across South Korea, Japan, mainland China, and Taiwan. Constituents span wafer foundry, memory chips, semiconductor equipment, and IC design sub-sectors.

The fund exhibits high-beta characteristics, with performance closely tied to global semiconductor cycles. During the 2023-2024 AI computing demand boom, the fund delivered significant gains alongside industry upswing; however, downturns (such as in 2022) can be severe, with drawdowns potentially exceeding 30%.

On the news front, Samsung Electronics raised NAND flash supply prices by over 100% in Q1 this year and has begun negotiating Q2 prices with customers, with markets expecting the uptrend to continue. As of January 26 close, A-share memory chip concept stocks surged over 22% in January, with 16 concept stocks seeing net margin buying exceeding RMB 100 million each.

National Bureau of Statistics data shows the semiconductor industry chain is "accelerating," with profits in integrated circuit manufacturing, semiconductor device specialized equipment manufacturing, and electronic component and electromechanical component equipment manufacturing jumping 172.6%, 128.0%, and [third figure] respectively.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.