Intel's Q1 results were a 'blockbuster,' with AI computing power expanding from GPUs to CPUs — 3132 HK offers one-click access to global semiconductor leaders

Last Friday, a bombshell was dropped on the chip industry. $Intel (INTC.US)$ Intel announced its first-quarter 2026 financial report, with revenue reaching $13.6 billion, a year-on-year increase of 7%, surpassing external expectations for the sixth consecutive quarter; adjusted earnings per share were $0.29, a significant year-on-year increase of 123%, while the market had widely expected earnings per share to be only $0.01.

The results completely crushed expectations, with after-hours stock prices surging over 20%。 $Intel (INTC.US)$ Intel's stock price surged more than 20% in after-hours trading, breaking through the $80 mark, reaching a new high since the dot-com bubble. Prior to this, 24 out of 34 Wall Street analysts had given only a hold rating, and the conservative judgments of most institutions have been thoroughly crushed by reality. This better-than-expected earnings report marks that Intel, after years of painful transformation, is now experiencing a true fundamental turning point.[1]

Intel Earnings Highlights: The Recovery Goes Beyond Expectations, Reflecting Structural Improvements

From this earnings report, Intel’s performance not only exceeded data expectations but also reflected a comprehensive improvement in the industry fundamentals:

– Strong recovery in data center businessBenefiting from the explosive demand for AI servers, procurement in cloud and enterprise segments has clearly recovered

– The personal computer market is gradually recoveringAfter a prolonged inventory adjustment, signs of a rebound in end-user demand have emerged

– Gross margin improvementInitial success has been achieved in cost control and product mix optimization

– Future guidance appears optimisticManagement is sending positive signals, with market expectations for a semiconductor industry upturn on the rise

Driven by AI, semiconductors are entering an 'industry-wide resonance'

As AI applications move from model training to real-world implementation, semiconductor demand has expanded beyond GPUs to include:

– Upstream: wafer manufacturing, equipment (e.g., lithography machines)

– Midstream: logic chips, memory

– Downstream: Data centers, end devices

In addition to Intel, several leading global companies also benefit from this trend, including:

– $NVIDIA (NVDA.US)$: AI GPU market leader

– $Taiwan Semiconductor (TSM.US)$: The world's leading semiconductor foundry

– $ASML Holding (ASML.US)$: Core supplier of advanced process equipment

Semiconductors are no longer just a single company’s opportunity but a structural opportunity across the entire industry chain.

$Samsung Bloomberg Global Semiconductor ETF (03132.HK)$One-click coverage of Intel and global semiconductor leaders

Right at $Intel (INTC.US)$ with its stock price surging over 20%, while other semiconductor leaders showed strong growth, $Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ thanks to its comprehensive coverage of global semiconductor leaders, directly capturing this wave of strong momentum for investors.

Intel is preciselySamsung Bloomberg Global Semiconductor ETF (3132 HK), with one of its key holdings based on data from April 23, 2026. The 10th largest holding of 3132 HK isIntel (INTC), with a weighting of approximately 3.19%. Meanwhile, $Taiwan Semiconductor (TSM.US)$, Samsung Electronics, $NVIDIA (NVDA.US)$ 、 $Broadcom (AVGO.US)$ 、 $ASML Holding (ASML.US)$ 、 $Micron Technology (MU.US)$, SK Hynix,$Advanced Micro Devices (AMD.US)$ 、 $Applied Materials (AMAT.US)$ 、 $Lam Research (LRCX.US)$, SK Hynix, and other remaining holdings are already well-known to users. The value of this portfolio lies in itscomprehensive coverage of multiple bottleneck areas in AI computing power expansion: whether it's the recovery of central processing units (CPUs) driven by AI inference needs (Intel),High bandwidth memory(HBM) storage (Samsung and SK Hynix), advanced process capacity (Taiwan Semiconductor), or bottlenecks in lithography equipment (ASML Holding) — every key 'choke point' in the AI computing power chain $Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ is covered, allowing investors to avoid the risks of betting on a single factor.

Additionally, from a regional distribution perspective, this ETF covers60.51% in North America, 32.03% in Asia, and 7.46% in European developed countriestop-tier companies, achieving a truly global layout. Its full-industry-chain nature allows it to systematically benefit from rotations across different market hotspots.

Intel's strong earnings rebound is not an isolated case but a microcosm of a comprehensive recovery in the entire semiconductor industry. At the structural turning point where AI technology transitions from the training phase to large-scale inference deployment, the Samsung Bloomberg Global Semiconductor ETF (3132 HK) provides investors with a one-stop solution for gaining exposure to global semiconductors.

Data source:

[1] Bloomberg, as of April 24, 2026

Samsung Asset Management (Hong Kong), data as of April 23, 2026

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