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$GX CN SEMICON(03191)$ is a pure play on China's semiconductor ecosystem with 25 holdings and a heavy concentration in the top 10 at 63%.
The holdings include Naura Technology, SMIC, GigaDevice Semiconductor, BOE Technology, AMEC, Montage Technology and Cambricon Technologies.
This ETF is the "picks and shovels" of China's semiconductor supply chain from equipment, memory, foundries, display tech and AI chips.
I believe that $GX CN SEMICON(03191)$ has lots of exponential growth ahead as the Chinese government aims to become self reliant as soon as possible and is supporting the local semiconductor industry.
The AI cycle is not a 1 year story. It is a 10 to 15 year infrastructure build out.
So this is just the start of AI revolution in China.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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