NVIDIA's better-than-expected earnings ignite AI market sentiment; Samsung and SK Hynix reach all-time highs — 3132 HK offers one-click access to global semiconductor leaders

Earlier, NVIDIA announced its latest quarterly results, once again 'blowing away expectations,' not only dispelling market concerns about an AI bubble but also immediately driving a new wave of gains in the global semiconductor sector. $SAMSUNG EL 144 (SSNGY.US)$ SK Hynix both hit record highs yesterday, becoming the focus. All of this directly benefits $Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ ETF.

NVIDIA’s earnings surprise once again as AI demand fires on all cylinders

$NVIDIA (NVDA.US)$ Revenue for the fourth quarter of fiscal year 2026 reached $68.1 billion, up approximately 73% year-over-year, with annual revenue surpassing $210 billion, growing about 65% year-over-year, far exceeding market expectations. The data center business alone generated around $62.3 billion in revenue for the quarter, up about 75% year-over-year, showing that capital expenditure for generative AI, cloud computing, and accelerated computing remains very strong.[1]

Management also provided guidance of approximately $78 billion in revenue for the next quarter, which is more than 7% higher than market forecasts, sending a clear message to the market: AI is not a short-lived trend but a long-term industry trend that is still accelerating.

Samsung and SK Hynix ride the wave; memory cycle shows clear reversal

Benefiting from $NVIDIA (NVDA.US)$ robust performance and significant upward revisions in profit forecasts by multiple investment banks $SAMSUNG EL 144 (SSNGY.US)$ Samsung and SK Hynix's share prices hit record highs in the Korean stock market yesterday. Multiple major firms have substantially raised their profit forecasts for the two companies this year and next. [2]

Why is 3132 HK an effective tool for capitalizing on the AI semiconductor wave?

$Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ It aims to track the performance of the global semiconductor industry, covering different segments such as chip design, wafer fabrication, equipment, packaging and testing, and memory, enabling investors to capture the growth drivers across the entire semiconductor value chain with one investment.

Key advantages include:

A basket holding industry leaders:
$Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ The stocks covered focus on leading global semiconductor companies, including leaders in key areas such as AI chips, cloud servers, automotive electronics, and advanced memory, mitigating single-stock risk.

Direct exposure to the long-term AI theme

Chips are the 'infrastructure' for all AI applications, from training, inference to end devices; semiconductors are indispensable. NVIDIA’s earnings demonstrate that the wave of AI investment is still in its early stages, with related capital expenditures expected to continue for years, providing long-term support to the semiconductor sector.

Diversification of regional and sub-industry risks

Unlike focusing solely on US stocks or a single region, 3132 HK achieves global diversification, mitigating policy, regulatory, and single-market cycle volatility while capturing opportunities across various sub-sectors including design, manufacturing, equipment, and memory.

As the new AI-driven semiconductor cycle begins, investors may consider utilizing 3132 HK as part of their portfolio to capture long-term industry growth.

Source: [1] CNBC (2026/2/25)

[2] Seoul Economic Daily (2026/2/26)

Data Source: Samsung Asset Management (Hong Kong) Limited, as of February 26, 2026

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