Fubon ICE FactSet Taiwan Core Semiconductor Index ETF (03076) News

Taiwan's Annual Inflation Eases to 2.54% in July

MT NewswiresAug 6 16:13

Cloud providers surge collectively, putting pressure on the infrastructure supply chain—has the AI rally shifted to 'shovel sellers'?

During the Q2 earnings season, Microsoft and Amazon saw strong gains driven by their cloud businesses, while SK Hynix and SanDisk saw their share prices halved. The market is no longer focused on who spends the most on AI, but rather on who can actually generate returns—cloud providers’ GPU leasing yields of over 30% are now being priced in, and cloud revenue is accelerating across the board. Meanwhile, the AI infrastructure supply chain is undergoing repricing after capital expenditure growth peaked. AI investment is shifting from those selling shovels and building roads to those turning shovels into businesses and collecting tolls along the way.

wallstreetcnAug 4 12:25

Is $800 billion in capital expenditure not the peak? Goldman Sachs: Non-U.S. and private equity investments are underestimated—actual AI investment this year could exceed $1 trillion.

Following adjustments, Goldman Sachs estimates that AI investment in the United States will amount to approximately $581 billion in 2026, with the global total reaching approximately $1.019 trillion.

wallstreetcnAug 4 07:34

HK ETF Express | CSOP Samsung Electronics Daily (-2x) Inverse Product Was the Top Gainer, Rising 5.98%

270 HK ETFs rose and 90 fell today. The top gainer was $CSOP Samsung Electronics Daily (-2x) Inverse Product(07347.HK)$ while the top loser was $CSOP Samsung Electronics Daily (-2x) Inverse Product(07347.HK)$.

Futu NewsJul 29 16:15

AI infrastructure stocks were heavily sold off, and Apple reclaimed its position as the world's most valuable company—what signal does this send, and what should investors watch next?

On Monday, Apple surpassed NVIDIA—whose market capitalization stood at approximately $4.77 trillion—with a valuation of $4.95 trillion to reclaim the title of the world’s most valuable company. However, a more concerning development was the simultaneous warning signal from the bond market: NVIDIA is reportedly negotiating a $250 billion financing guarantee, roughly four times its current cash reserves, and its credit default swap (CDS) recorded its largest single-day increase since trading began. 'Apple had previously faced criticism for insufficient investment in AI, but it now appears to have successfully avoided the capital expenditure trap.'

wallstreetcnJul 28 11:34

Amid the 'depletion' of free cash flow, have capital expenditures on computing power and the global AI cycle peaked?

Zhongtai Securities released a research report stating that, for the current market, the core of market dynamics revolves around whether the AI capital expenditure cycle has peaked.

Zhitong FinanceJul 28 07:22

JPMorgan Strategy Insights: Is the Semiconductor Sector Entering a Tactical Buying Opportunity?

SOX down 20%, AI stocks down as much as 50%; JPMorgan recommends adding semiconductor exposure this summer

BlockBeatsJul 21 13:09

Is the recent pullback in chip stocks merely temporary? JPMorgan: Q2 earnings season will sound the starting gun for the next rally!

① JPMorgan believes the recent decline in semiconductor stocks does not mark the beginning of a long-term downturn, but rather a consolidation phase ahead of the next upward move; ② The bank notes that semiconductor stock prices have increasingly diverged from fundamentals, and technical indicators also show an 'oversold' condition, recommending accumulation over the summer; ③ It forecasts that AI-driven DRAM supply-demand tightness will persist through 2028, with the Q2 earnings season serving as the catalyst for the next rally.

cls.cnJul 20 18:34

As the Philadelphia Semiconductor Index enters bear market territory, the 'Kimi Moment' floods Wall Street!

① This Friday (July 17), the Philadelphia Semiconductor Index—a key benchmark closely watched by the global technology sector—officially entered a technical bear market; ② Prior to this, a frenzied bull run driven by memory chips had propelled the index to double in just three months, but those extraordinary gains have now been significantly unwound…

cls.cnJul 18 09:48

Bad Week for the 'Ants' as Ripple Effects of Korean Crash Spread Out Across Asia

MarketWatchJul 17 21:55

ETF Market Movement | Fubon Taiwan Semiconductor (03076) Drops Nearly 7% as AI Rally Cools and Taiwan Semiconductor Plunges Post-Earnings

Fubon Taiwan Semiconductor (03076) fell nearly 7%. As of this report, it was down 6.85% at HK$16.73, with a trading volume of HK$7.0338 million.

Zhitong FinanceJul 17 14:53

Mid-Year Review | Top 10 Best-Performing Hong Kong-Listed ETFs Revealed: Semiconductor-Themed ETFs Dominate the Rankings, with CSOP’s 2x Leveraged SK Hynix ETF Surging Nearly 9-Fold to Become the Top Performer

As we are already midway through 2026, the three major U.S. equity indices continue to reach new all-time highs, caught between geopolitical volatility and the surge in capital expenditure driven by the AI industry. Market allocation logic has notably shifted, gradually moving away from the previously leading seven mega-cap U.S. tech stocks toward the entire semiconductor value chain, which demonstrates stronger earnings realization. The Hong Kong market likewise exhibits pronounced divergence, with hard-tech sectors standing out prominently: internet and consumer stocks continue to weaken, while optical communications and memory chip segments have forged independent, robust rallies. ETFs heavily weighted toward semiconductors and computing hardware infrastructure have delivered outstanding returns, significantly outperforming the broader market.

Futu NewsJun 29 16:09

HK ETF Express | CSOP SK Hynix Daily (2x) Leveraged Product Was the Top Gainer, Rising 16.55%

176 HK ETFs rose and 155 fell today. The top gainer was $CSOP SK Hynix Daily (2x) Leveraged Product(07709.HK)$ while the top loser was $CSOP SK Hynix Daily (2x) Leveraged Product(07709.HK)$.

Futu NewsJun 22 16:15

Taiwan Semiconductor Expects Global Chip Market to Top $1.5 Trillion by 2030

MT NewswiresMay 14 16:30

Taiwan's Economic Growth Hits 39-Year High -- Update

WSJApr 30 17:00

AUDITED ACCOUNTS AS AT 31 DECEMBER 2025

HKEXApr 15 21:19 · Announcements

Taiwan Exports Accelerate Sharply in March Despite Mideast Tensions

WSJApr 10 16:19

Global Equities Roundup: Market Talk

WSJApr 9 18:29

Emerging Markets Outperformance Set to Persist on Valuations, AI Tailwinds -- Market Talk

WSJApr 9 18:24

South Korea Vs Taiwan ETFs: Which Is the Better Asia Equity Play in 2026?

TipRanksMar 18 22:57