E Fund Asia Semi(03486.HK) +1.78%, Samsung, SK hynix HBM4 due Q2 2027

NewTimeSpace News:as of 13:47 HKT on October 27, 2026, E Fund (HK) Solactive Asia Semiconductor Select Index ETF(03486.HK) rose 1.78% intraday to HK$14.870 on turnover of HK$5.56 million and a turnover rate of 3.41%.

NewTimeSpace understands that E Fund (HK) Solactive Asia Semiconductor Select Index ETF(03486.HK), managed by E Fund Management (Hong Kong) Co., Limited, tracks the Solactive Asia Semiconductor Select Index, which covers listed companies in Asia's semiconductor supply chain. As of 13:47 HKT on October 27, the ETF had assets of HK$168 million, a net asset value of HK$14.649 per unit and a board lot of 100 shares.

On the news front, Korean tech media ZDNet Korea reported that Samsung Electronics and SK hynix have set mass production and shipments of 8-layer HBM4 for NVIDIA in the second quarter of next year.

Nomura said in a research note that market concerns over the outlook for AI investment are overdone and that the memory chip shortage will persist through 2028; it estimates global new data centre capacity will grow about 41% next year, and against such capex spending, memory demand growth is still expected to outpace supply and keep prices firm.