AI Boom Drives Google to Record $400B Revenue; Samsung Bloomberg Global Semiconductor Etf (03132.HK) Surges Nearly 3% in Afternoon Trade

NewTimeSpace News:Recently, Alphabet, Google's parent company, announced its Q4 2025 and full-year 2025 financial results. Data shows that in Q4 2025, Google reported total revenue of $113.828 billion, up 18% year-over-year (YoY), with net profit of $34.5 billion, up 30% YoY; diluted EPS reached $2.82, up 31% YoY—all three core metrics exceeded Wall Street consensus estimates.

Boosted by this positive catalyst, the semiconductor sector continued its upward trajectory. As of February 12, Samsung Bloomberg Global Semiconductor Etf (03132.HK) gained 3% in afternoon trading, with the fund surging over 44% in the past six months.

HKEX data shows that Samsung Bloomberg Global Semiconductor Etf (03132.HK) tracks the Bloomberg Global Semiconductor Top 20 Index, focusing on the global semiconductor sector. As a "Semiconductor" sub-category within Bloomberg's thematic index series, it selects the top 20 global leading securities with the highest semiconductor business revenue contribution from the parent index.

The index employs a dual-screening criteria of "revenue purity + market cap leadership," concentrating the 20 most representative global semiconductor core assets to provide investors with a high-purity, low-redundancy semiconductor thematic beta tool.

The semiconductor industry has seen frequent positive developments recently. SK Hynix recently proposed a novel semiconductor architecture in a paper published at the IEEE Global Semiconductor Conference. The structure utilizes both HBM (High Bandwidth Memory) and HBF technologies. The company conducted experiments placing eight HBM3E and eight HBF modules adjacent to NVIDIA Blackwell, demonstrating that this configuration can improve computing performance per watt by up to 2.69x compared to using HBM alone.

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