[Capital Reallocation] The semiconductor sector is strongly ushering in a new round of gains! The Samsung Bloomberg Global Semiconductor ETF (3132 HK) helps you capture the AI chip wave with a single click.

In mid-August, the global semiconductor sector saw a wave of capital inflows. After the market went through a period of valuation digestion and consolidation in July, investor confidence recovered quickly, with funds flowing back into the semiconductor track.

As global demand for AI computing infrastructure continues to exceed expectations, the earnings visibility and fundamental support for leading semiconductor companies remain the most certain across the entire market.

💡 Why is capital returning to semiconductors at this time?

1. Rigid Support from AI Capital Expenditure (CapEx): Regardless of macroeconomic fluctuations, global tech giants continue to expand their investments in data centers, AI accelerators, and high-performance computing (HPC). This strong rigid demand is continuously translating into substantial orders across the entire semiconductor supply chain.

2. Emergence of Tactical Allocation Windows: Following earlier technical corrections, the valuations of many high-quality semiconductor giants with deep moats have fallen to attractive levels. For capital seeking to enhance portfolio "Alpha" returns, this presents an opportunity to reposition.

To capture the benefits of sector rotation, why choose the Samsung Bloomberg Global Semiconductor ETF (3132.HK) as the top pick?

The semiconductor industry chain features highly specialized division of labor, covering chip design, foundry services, memory, and upstream core equipment. In a market environment where capital rotation is accelerating, holding concentrated positions in a single stock (or a single sub-sector) exposes investors to higher idiosyncratic risk, and may even cause them to miss out on the explosive gains as capital flows into other sub-sectors.

$Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ Provides investors with an efficient and professional allocation solution:

One-click access to the global top 20: The product closely tracks the Bloomberg Global Semiconductor 20 Index, focusing on the 20 most representative global semiconductor leaders to ensure high portfolio "purity".

Seamless coverage across the entire industry chain: Constituents not only include chip design giants (such as $NVIDIA (NVDA.US)$ 、 $Advanced Micro Devices (AMD.US)$ ) and foundry leaders (such as $Taiwan Semiconductor (TSM.US)$ ), but also equipment tech companies controlling advanced process nodes (such as $ASML Holding (ASML.US)$ 、 $Tokyo Electron Device (2760.JP)$ ) and memory leaders benefiting from AI server demand (such as $Samsung Electronics (005930.KR)$ 、 $SK Hynix (000660.KR)$ ）。

Dynamic rebalancing to diversify risk: As market capital rapidly shifts between "shovel sellers" (equipment) and "shovel makers" (foundry/design), the full-industry-chain structure of 3132.HK dynamically captures upward momentum across sectors, effectively smoothing out individual stock volatility while ensuring you don't miss out on AI growth dividends.

Conclusion: Standing on the Shoulders of Tech Giants

Semiconductors are not only one of the cornerstones of modern technological development but also the core engine driving this AI revolution. Rather than guessing which single stock will lead the gains in a rapidly changing market, it is better to use $Samsung Bloomberg Global Semiconductor ETF (03132.HK)$ to capture leading global semiconductor companies and seize the golden window for capital inflows.

Data and source: Bloomberg, as of August 18, 2026

Samsung Asset Management (Hong Kong), as of August 18, 2026

Disclaimer and Important Notes

• Investment involves risks. Past performance is not indicative of future results. The price of funds may rise or fall, and investors may suffer all or substantial investment losses. Investors should not make any investment decisions based solely on this information.

• The Samsung Bloomberg Global Semiconductor ETF may be subject to key risk factors, such as: investment risk, new index risk, equity market risk, concentration risk, semiconductor industry risk, emerging markets risk, risks associated with depositary receipts, currency risk, securities lending transaction risk, other currency distribution risk, risk of distributions from capital or effectively from capital, passive investment risk, trading risk, risk arising from differences in trading hours, reliance on market makers, tracking error risk, and termination risk.

• The aforementioned fund has been authorized by the Securities and Futures Commission (the “SFC”) of Hong Kong. Such authorization does not imply official endorsement of the product. This information is for reference only and does not constitute an offer or solicitation to any person to buy or sell any product or adopt any investment strategy.

• The manager may, at its discretion, make cash distributions to unit holders from capital or total income (while charging all or part of the product’s fees and expenses to the product’s capital / paying them from the product’s capital), thereby increasing distributable income to fund distributions, effectively resulting in distributions being paid from capital.

• Paying distributions from capital or effectively from capital is equivalent to investors receiving a return of part of their original investment or withdrawing part of their original investment or capital gains attributable to that original investment. Any practice involving payment of distributions from the product’s capital or effectively from the product’s capital may result in an immediate reduction in the net asset value per unit.

• This document is prepared by Samsung Asset Management (Hong Kong) Limited (SAMHK) and has not been reviewed by the SFC or any other regulatory authority. Investors should determine whether any investment product or strategy is suitable for them based on their personal financial situation, investment experience, and objectives. If you have any questions regarding this information, you should seek professional advice as needed.

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