iShares Asia ex Japan ETF(03010.HK) up 1.55%, Industry expects Samsung HBM4 capacity to more than double next year

NewTimeSpace News: Major Asia-Pacific markets firmed in morning trade, with storage and semiconductor names extending gains. As of 10:36 on September 22, 2026, the iShares Core MSCI AC Asia ex Japan Index ETF(03010.HK) rose 1.55% intraday, quoted at HK$92.800, with turnover of HK$7.28 million and volume of 78,500 units.

NewTimeSpace understands that the ETF, managed by BlackRock Asset Management North Asia, tracks the MSCI AC Asia ex Japan Index and covers large- and mid-cap stocks across Asia-Pacific. As of 10:36 HKT on September 22, 2026, it had assets of HK$36.95 billion, a net asset value of HK$91.329 per unit, a dividend yield of 0.84% and a board lot of 100 units; it listed on April 23, 2009.

On the news front, South Korean media reported that Samsung Electronics plans to expand HBM4 and HBM4E capacity, Industry insiders expect capacity growth to potentially more than double next year, while its HBM4 yield has risen from below 60% at the start of mass production to close to 80%.

J.P. Morgan noted that Samsung Electronics' memory business remains solidly run in the third quarter and raised its assumptions for the company's HBM value share, which it expects to climb from 20% in 2025 to 34% in 2026 and 39% in 2027, with blended HBM ASP up 64% year on year in fiscal 2027.

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