AI Computing Power Drives Capacity Expansion,Tech Sector Rallies, Ishares Core Msci Taiwan Index Etf(03074.HK) Rises 3.38% Intraday

NewTimeSpace News: The People’s Bank of China, Ministry of Science and Technology, National Financial Regulatory Administration, and China Securities Regulatory Commission jointly held a meeting recently, affirming that they will continue to improve the policy mechanism for tech finance and direct financial resources more precisely toward scientific and technological innovation. As of 13:25 on April 14, 2026, Ishares Core Msci Taiwan Index Etf(03074.HK) rose 3.38% intraday to HK$357.7.

Data from Hong Kong Exchanges and Clearing Limited (HKEX) shows that Ishares Core Msci Taiwan Index Etf(03074.HK) tracks the MSCI Taiwan Index, designed to capture the performance of large‑and mid‑cap stocks in the Taiwan market. Its constituents are highly concentrated in technology stocks, most notably leading semiconductor firm Taiwan Semiconductor Manufacturing Company (TSMC).

In industry news, mainland China’s semiconductor equipment spending remained near historic highs in 2025 at US$49.3 billion, down just 0.5% from 2024. Mainland chipmakers continued to invest in mature nodes while selectively building advanced capacity. Taiwan, China’s semiconductor equipment spending surged 90% year‑on‑year to a record US$31.5 billion, reflecting capacity expansion driven by AI and high‑performance computing.

CGWS stated that capital flows are increasingly focused on industrial fundamentals and long‑term growth prospects, with refined allocation and rotation based on sector prosperity. In the short term, it recommends focusing on the core themes of AI computing power, semiconductor equipment, and the battery supply chain, which are backed by industrial policies and earnings growth.

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