Monthly Commentary on Key Themes – Oct 2023
[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
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[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research
[2845/9845] Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research
Global X Asia Semiconductor ETF delivered solid performance YTD The Global X Asia Semiconductor ETF provide diversified exposure to the entire semiconductor supply chain here in Asia. Asian companies are… By Edward Chan
[2826/9826] Global X China Cloud Computing ETF According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023,… By Global X Research
China hosted its annual parliamentary meeting between the 5th to 13th of March 2023, revealing the country’s strategic policies in relation to its economy, trade, diplomacy, environment, and more. In… By Global X Team
Asian memory makers continue to focus on manufacturing technology migration despite recent industry downturns. Investment Analyst, Edward Chan, explores these industry updates in Q3 2022. By Edward Chan
Investment Analyst, Edward Chan, reviews the Asian semiconductor industry in H1 2022 and explores how the rise of autonomous driving vehicles is shaping the market. By Edward Chan
After decades of globalization, Investment Analyst Edward Chan explains the case for re-shoring global supply chains. By Edward Chan
Asia’s presence in the global semiconductor industry cannot be ignored – the region accounts for 60% of global semiconductor sales. By Edward Chan
Industry clusters are proving crucial to the development of large, one-stop semiconductor hubs quietly cropping up across Asia. By combining a net By Edward Chan
In this article, we will provide an overview of the auto semiconductor industry and explore the opportunity arising from the electric vehicle (EV) and automation trends. Auto semiconductor is estimated… By Edward Chan
Learn the light-emitting diode (LED) industry and its competitive landscape. By Edward Chan
This article will discuss a key trend emerging in China’s online entertainment vertical, which is the increasing popularity of short-form videos. By Celia Qiu
We believe innovation is the key growth driver for the industry as new technologies such as quantum dot. By Edward Chan
This article will provide a brief introduction of the original equipment manufacturer and discuss the current competitive landscape. History of hardware OEM Original Equipment Manufacturer (OEM) in the context of… By Edward Chan
The US sanction on Huawei has revealed the rapid development of China’s semiconductor chip design business. We will discuss the latest status of China’s semiconductor chip industry in a series… By Edward Chan
What happened? Intel said in its 2Q20 results presentation the 7nm node launch date was further delayed by another six months from the originally planned launch at the end of… By Edward Chan
In the Right Place at the Right Time Chip1 design (fabless) business is relatively easy to localize, thanks to the mature ecosystem support around the fabless, which has evolved over… By Edward Chan
China’s semiconductor market is the largest in the world. In 2018, China imported US$312.06 billion worth of integrated circuit (I.C.) products, representing 34% of global semiconductor consumption. However, domestic Chinese… By Edward Chan
Asia has a strong presence in the semiconductor industry globally.
Q: What is a foundry? A: In the Semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a factory where integrated ...
Q1: Why does China want to develop its own semiconductor industry? China is the largest purchaser of semiconductor globally but has small presence in the supply side. China ...
We are thrilled to announce that the Global X Hang Seng High Dividend Yield ETF (3110 HK) has reached another milestone! As of August 7, 2024, the AUM of 3110… By Global X Team
The National Integrated Circuit Industry Investment Fund is amassing a pool of capital for its third semiconductor vehicle, having raised over $27 billion* thus far. Referred as the Big Fund,… By Global X Team
On March 13, 2024, the China State Council unveiled new guidelines aimed at encouraging the trade-in of consumer goods in the automotive, home appliance, and furnishings sectors. As per the… By Global X Team
Investor sentiment towards Chinese stocks has gradually improved since the beginning of the year, and many investment themes are showing signs of rebound. Recently, China’s February CPI data achieved positive… By Global X Team
Li Auto recently announced its latest 4th quarter earnings, with a remarkable year-on-year profit surge of 136%*, surpassing expectations. Vehicle delivery estimates for the first quarter of this year indicate… By Global X Team
On February 22, Nvidia reported its latest quarterly earnings, surpassing market expectations and once again showcasing its dominance in the emerging AI chip industry. The Global X Innovative Bluechip Top… By Global X Team
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