Samsung Semiconductor(03132.HK) up 1.83%, Q2 global chip sales record

NewTimeSpace News: Continued AI computing investment is lifting sentiment across the global semiconductor industry. As of 10:47 on September 23, 2026, the Samsung Bloomberg Global Semiconductor ETF(03132.HK) rose 1.83% intraday, quoted at HK$68.020, with turnover of HK$1.2253 million, volume of 17,900 units and a turnover rate of 0.51%.

NewTimeSpace understands that the ETF, managed by Samsung Asset Management (Hong Kong), tracks the Bloomberg Global Semiconductor Top 20 Index and covers leading global semiconductor companies. As of 10:47 HKT on September 23, 2026, it had assets of HK$235 million, a net asset value of HK$67.049 per unit and a board lot of 100 units; it listed on November 9, 2021.

On the news front, a report published by research firm Omdia showed global semiconductor revenue exceeded US$425 billion in the second quarter of 2026, a record high and up 31.4% quarter on quarter, also a record, taking first-half revenue to US$752 billion. Separately, Securities Times reported that ON Semiconductor issued a price increase notice effective October 10, 2026, after Infineon, Texas Instruments and STMicroelectronics also raised prices.

Caitong Securities said in a research note that the core driver of the current power semiconductor price increases is a structural shift in the inventory strategy of overseas IDM makers, which are actively building own-brand buffer stock to offset supply gaps — a proactive operating adjustment based on real supply shortages that confirms the durability and authenticity of the current upcycle.

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