Mainland China tops global semiconductor equipment spending, lifting Global X China Semiconductor ETF (03191.HK) in afternoon trade.

NewTimeSpace News：On the morning of April 9, chip supply chain names showed pockets of strength, with the semiconductor equipment sector rebounding from early losses to surge mid-session. As of 13:53, Global X China Semiconductor ETF(03191.HK)gained nearly 1% intraday, bringing its advance to over38% year-on-year.

Issued by Global X’s Korea team and listed on the Hong Kong Stock Exchange, the fund is currently the only Hong Kong-listed ETF offeringpure-play exposure to China’s entire semiconductor industry chain.

According to third-quarter disclosure data, Global X China Semiconductor ETF(03191.HK) has100% of its index constituents allocated to the China semiconductor sector. The fund’s top ten holdings include industry leaders such asNAURA Technology, SMIC, Montage Technology, AMEC, and Unisoc, providing coverage across the full supply chain—from equipment and materials to design and manufacturing. This targeted approach avoids thedilutioncommon in broad “technology” ETFs that often blend in consumer electronics or software names.

SEMI Data Underpins the Rally
In its latest report released on April 7 local time, SEMI (International Semiconductor Industry Association) announced that global semiconductor manufacturing equipment sales reached$135.1 billion in 2025, up15%from $117.1 billion in 2024 and marking thethird consecutive year of record highs. The figure represents an approximate1.6% upward revisionfrom the $133.0 billion forecast SEMI issued in December 2025, reflecting AI demand that remained stronger than expected through the end of Q4 2025.

Asia Dominance Intensifies
Regional data reveal that semiconductor equipment spending remains heavily concentrated in Asia. In 2025,Mainland China, Taiwan, and South Korea combined accounted for 79% of the global market, up from 74% in 2024, indicating further market concentration toward the region.

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