Global X China Semiconductor ETF (09191.HK) Rises 2.30% Intraday as A-Share Chip Stocks Gain 2.99%

NewTimeSpace News: As of 14:14 on November 2, the Global X China Semiconductor ETF (09191.HK) rose 2.30% to a latest price of US$7.785. The ETF has traded 65,075 units so far today for a turnover of US$501,960 at an average price of US$7.714, with a turnover rate of 0.159%. It is up 2.30% so far this week. Its current net asset value per unit is US$7.632, and its assets under management stand at about US$292 million (about RMB2.072 billion).

(Note on scope: the net asset value per unit and assets under management are as of October 30, 2026; the week-to-date change is measured against the closing price of US$7.610 on October 30.)

On the news front, A-share semiconductor stocks rallied sharply on November 2, with the semiconductor sector up 2.99% at 6,966.47 after touching 7,026.44 intraday, the semiconductor index up 3.42% and the ChiNext Index up 2.47%. Among individual names, NAURA Technology gained 6.40% to RMB509.39, Montage Technology 3.75% and GigaDevice 3.49%, while SMIC's H shares rose 2.19% to HK$43.92; storage-related component and materials stocks surged en masse, with several gaining between 18% and 20%. On industry news, Kioxia executive vice president Yoshihiko Kawamura said the company's 2027 chip capacity allocation is essentially fully assigned and sold out, with more than 50% of 2028 capacity already covered by firm purchase commitments from customers; TSMC plans to raise prices for advanced chip packaging by as much as 20% on AI demand; and Samsung said on its third-quarter earnings call that it has signed long-term memory supply agreements with 10 major customers, while SK hynix has signed with 14 customers including global cloud providers, locking in more than 50% of its total 2027-2028 capacity.

The Global X China Semiconductor ETF (09191.HK) is a passively managed ETF under Mirae Asset Global Investments (Hong Kong), listed on August 7, 2020, investing in companies engaged in semiconductor production in China, spanning integrated circuit design, wafer fabrication, packaging and testing, and semiconductor equipment; it seeks returns closely correlated with the FactSet China Semiconductor Index (net total return) before fees and expenses. The fund's base currency is the renminbi, with Hong Kong dollar and US dollar counters; the US dollar counter trades in board lots of 25 units, carries an ongoing charges figure of 0.68% a year and distributes annually in May at the manager's discretion.

Wanlian Securities believes that, driven by AI computing demand, Murata's five-year MLCC capacity expansion plan worth about ¥1 trillion and TSMC's planned increase in advanced packaging prices confirm that computing infrastructure remains in a high-growth phase; comments from Samsung and SK hynix suggest the memory supply shortage will persist for a considerable period. The brokerage judges that domestic computing-power build-out is still in its early stages, and that high-growth segments along the chain — PCB, memory and MLCC — are in an expansion cycle that should also lift demand for upstream equipment and advanced packaging.