NewTimeSpace News：The global semiconductor industry has shown clear signs of recovery recently. In January 2026, global semiconductor sales reached $82.5 billion, marking a year-on-year increase of 46.1%—the strongest single-month growth rate in the past five years. Driven by this momentum, the global semiconductor sector rallied across the board, withubon Ice Factset Taiwan Core Semiconductor Index Etf(03076.HK) surging over 3.5% at the market open.

According to Hong Kong Exchanges and Clearing (HKEX) data,ubon Ice Factset Taiwan Core Semiconductor Index Etf(03076.HK) tracks the NYSE® FactSet® Taiwan Core Semiconductor 10% OTC Capped Index (formerly ICE® FactSet® Taiwan Core Semiconductor 10% OTC Capped Index). This index is designed to precisely capture the overall performance of Taiwan's semiconductor industry listed companies, serving as a high-purity tool for investors seeking one-tap exposure to Taiwan's semiconductor and technology sectors.

At the constituent weighting level, the index employs a float-adjusted market capitalization weighting methodology with dual weight caps to ensure adequate diversification. First, the single largest constituent by float-adjusted market cap is strictly capped at 25%; any excess weight is redistributed proportionally among the remaining securities, subject to the same 25% cap constraint.

Taiwan Semiconductor Manufacturing Company (TSMC) announced its fourth-quarter earnings, reporting a 35% year-on-year profit increase—beating expectations and setting a new record. This marks TSMC's eighth consecutive quarter of year-on-year profit growth. The company projects capital expenditures of $52 billion to $56 billion for 2026.

Data shows that in the global foundry landscape, TSMC has secured substantial customer orders through its leading-edge technology, abundant capacity, and impressive yield rates, commanding a market share that far exceeds competitors and has consistently surpassed 50% in recent years.

A TrendForce research report indicates that the world's top ten foundry companies—including TSMC, Samsung Electronics, SMIC, and GlobalFoundries—collectively generated revenues of $169.469 billion last year, up from $134.204 billion in the previous year, representing a 26.3% year-on-year increase and a new industry record. Their combined share of the global foundry market reached 97%, up one percentage point from 96% the year prior.

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