Recently, continuous catalysts across domestic and international semiconductor industry chains have driven global semiconductor sectors higher, with related ETF products also receiving intensive capital inflows. Exchange data shows that over the past week, the China-Korea Semiconductor ETF (513310) scale grew from 9.61 billion yuan (9/11) to 13.54 billion yuan (9/18), representing a scale growth of over 40%.
On the news front, on September 18, a domestic information and communication technology leader first unveiled its Ascend AI chip three-year development roadmap at the HUAWEI CONNECT conference in Shanghai, planning to launch four new products from 2026 to 2028, and announced self-developed HBM technology and super-node interconnection solutions. Additionally, on September 13, the Ministry of Commerce issued an announcement deciding to initiate anti-dumping investigations on imported related analog chips originating from the United States, which is expected to compel domestic manufacturers to seek domestic substitution solutions, triggering market attention on the development of domestic computing power chips.
From a global industry chain perspective, driven by robust AI demand, the semiconductor industry is entering an upward cycle. According to statistics from the Semiconductor Industry Association of America, global semiconductor sales reached $62.07 billion in July 2025, up 20.6% year-on-year, while cumulative global semiconductor sales from January to July 2025 reached $404.98 billion, up 20.4% year-on-year.
The industry's prosperity improvement has also made related products highly attractive to capital. The China-Korea Semiconductor ETF (513310) received net capital inflows for six consecutive trading days (9/11-9/18), accumulating 3.83 billion yuan in "absorbed funds." The continuous capital allocation has also synchronized enlarged trading volumes, with the China-Korea Semiconductor ETF (513310) achieving an average daily trading volume of 34.69 billion yuan since September (9/1-9/18), significantly higher compared to the first half of this year's average daily trading volume of 4.67 billion yuan.
It is reported that the China-Korea Semiconductor ETF (513310) and its off-exchange feeder funds (Class A 019454, Class C 019455) track the China-Korea Semiconductor Index, which is composed of the CSI Semiconductor 15 Index and KRX Semiconductor 15 Index combined with equal weights. The constituent stocks' businesses involve multiple segments of the semiconductor industry chain including semiconductor design, manufacturing, applications, and equipment production, capable of reflecting the overall performance of leading semiconductor industry listed companies in the mainland and Korean markets. The index possesses both scarcity and hard technology dual attributes, making the large-scale, highly liquid China-Korea Semiconductor ETF (513310), which supports intraday T+0 trading, an excellent tool for capturing semiconductor opportunities both domestically and internationally.
The manager of the China-Korea Semiconductor ETF (513310), Huatai-PineBridge Fund, is one of the first batch of domestic ETF managers, having successively created ETF premium products such as the CSI 300 ETF, A500 ETF Huatai-PineBridge (563360), and Dividend Low Volatility ETF (512890), maintaining an 18-year record of zero-error ETF operations, committed to providing diversified, high-quality index investment tools for broad investors.
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