Pando Blockchain ETF (03112.HK) Rises 2.10% Against Market Trend; Institutions: Clear Upward Trend in Industry Prosperity

April 13, 2026 – Pando Blockchain ETF (03112.HK) rose against the market trend. As of 13:46, the latest quote was 23.380 HKD, up 2.10%.

NewTimeSpace News has learned that Pando Blockchain ETF (03112.HK) invests in companies benefiting from blockchain development. It is Hong Kong's first actively managed blockchain theme ETF, employing a bottom-up stock selection strategy to invest at least 70% of assets in the global blockchain full industry chain (chip computing power, mining, trading, cloud services), with heavy positions in leading companies such as TSMC, NVIDIA, and Hut 8.

On the news front, market supply and demand remain tight, with AI server CPU channel premiums exceeding 20%. Intel PC CPUs have risen another 10%, with AMD planning to follow suit in April. Delivery lead times have significantly extended from 1–2 weeks to 8–12 weeks, with some reaching as long as 6 months.

Driven by exploding AI computing power demand, the global semiconductor equipment market continues its high prosperity. SEMI data shows that global equipment shipments in 2025 reached 135.06 billion USD, a year-on-year increase of 15%, hitting a record high.

Galaxy Securities stated that combined with robust AI-driven demand for advanced processes and high capacity utilization rates for mature processes, the upward trend in industry prosperity is clear. Meanwhile, TrendForce forecasts that DRAM and NAND Flash contract prices in Q2 2026 will increase quarter-on-quarter by 58–63% and 70–75% respectively, marking the beginning of a major memory price increase cycle, further strengthening profitability elasticity across the industry chain.

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