XL2CSOPSMSN

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DRAGON MINING

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LOTUS HORIZON

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09347

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07347

07747

09747

TechTarget Inc. reports that the global tablet market is expected to grow by 9.8% in 2025, reaching 162 million units shipped. The fourth quarter showed significant growth with 44 million units. Apple leads the market with a 44.9% share, followed by Samsung and Lenovo. However, analysts predict increasing pressure on the tablet market starting in 2026. This news was generated by Public Technologies using AI and is for informational purposes only.

- TechTarget Inc. reports that the global tablet market grew by 9.8 percent in 2025, reaching 162 million units shipped, with strong growth in the fourth quarter.  
- Apple maintained its lead with a market share of 44.9 percent, followed by Samsung and Lenovo.  
- However, analysts anticipate that the tablet market will face increasing pressure starting in 2026.

Reuters

GraniteShares 2x Long AAPL Daily ETF

XI2CSOPSMSN-U

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Samsung Electronics 

LENOVO GROUP

Guotai CSI Computer Theme ETF

XI2CSOPSMSN

Apple

XL2CSOPSMSN-U

Tablet-Markt wächst 2025 um fast 10 Prozent laut Omdia-Analyse von TechTarget Inc

03132

SMSN

The global mobile phone accessories market is set to grow from USD 119.2 billion in 2026 to USD 230.1 billion by 2036, with a CAGR of 6.8%. This growth is driven by the integration of 5G technology, increased demand for high-quality accessories, and a shift towards e-commerce, which now holds 45% of the market share. Key trends include eco-friendly innovation and the rise of niche segments. India and China are leading growth, with respective CAGRs of 8.2% and 7.2%. Major players include Samsung, Apple, and Logitech.

prnewswire

Harvest CNI Communication ETF

Direxion Daily AAPL Bear 1x Shares

Yinhua CSI 5G Communication Theme ETF

Fullgoal CSI Communication Equipment Thematic ETF

SAMSUNG SEMICON

Logitech

THREE STARS NEW MATERIALS

Samsung Electronics Co., Ltd. Sponsored GDR

Global X Internet

Fullgoal CSI Consumer Electronic Theme ETF

06:26 ET
			
			
				Global Mobile Phone Accessories Market to Surpass USD 230.1 Billion by 2036 as 5G Integration and Premium Personalization Redefine Consumer Demand

36Kr learned that Samsung's stock price has increased by 10%, marking the largest increase since March 2020

36Kr

Samsung's stock price in South Korea has increased by 10%, marking the largest gain since March 2020

SOXX

FTXL

SOXL

07709

Historic reversal! SK Hynix's annual profit of 47.2 trillion won surpasses Samsung for the first time, becoming the biggest winner in AI chips with a 57% share of HBM memory and orders from NVIDIA. Samsung bets on HBM4 to counterattack, and the technological competition between the two giants will reshape the global AI supply chain, determining the future landscape of the South Korean semiconductor industry

- SK Hynix's lead in the HBM sector is reshaping the competition landscape of South Korea's semiconductor industry, with its 2025 operating profit reaching 47.2 trillion won, surpassing Samsung Electronics for the first time.  
- The significant factor behind this achievement is its strong position in the HBM market, particularly in AI processors and servers, capturing a revenue share of 57% compared to Samsung's 22%.  
- Both companies are expected to intensify their competition, especially with Samsung launching its new HBM4 products, while analysts project SK Hynix will maintain a strong HBM4 market share.

Wallstreetcn

NVIDIA

iShares Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

First Trust Nasdaq Food & Semicon

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

XL2CSOPHYNIX

Tradr 2X Long Sndk Daily ETF

HBM explosion reshapes the semiconductor industry landscape, SK Hynix's annual profit surpasses Samsung for the first time

Don't just focus on HBM. JP Morgan predicts that the annual growth rate of the NAND market size will soar from the past 10% to 34% over the next three years, with prices expected to surge by 40% in 2026. The core logic is that AI inference makes enterprise-level SSDs "secondary memory," with a single AI server's storage demand reaching 70TB, while the supply of mechanical hard drives collapses, accelerating the replacement. NAND is transforming from a cyclical product into a core asset of AI infrastructure. Manufacturers like Kioxia are entering a golden era

- Morgan Stanley reports that the NAND flash memory market is entering a new supercycle driven by AI inference, focusing on enterprise SSDs.  
- This shift away from traditional drivers like smartphones and PCs leads to projected growth rates of 34% from 2025 to 2027, with average selling prices expected to rise significantly.  
- As supply chain issues limit HDD production, eSSD's importance grows, indicating a structural transformation in the market where NAND becomes crucial for AI infrastructure.

AI reasoning is a necessity, NAND "cycles are longer and more stable"! JP Morgan: The main character in this round is eSSD, Kioxia has become the first choice

Morgan Stanley pointed out that artificial intelligence is driving a sharp differentiation in the semiconductor industry, forming a "K-shaped" recovery. AI memory chips (such as HBM) are in short supply, significantly benefiting upstream manufacturers like Samsung and SK Hynix; however, downstream PC and smartphone manufacturers are facing pressure from the inability to pass on costs. This trend is dominated by the "capacity squeeze effect" of AI, even leading to shortages in traditional memory (such as DDR4), becoming a key watershed that distinguishes industry winners from losers

- The ongoing AI wave is reshaping semiconductor valuation logic, with a significant bifurcation in the memory chip market driven by AI demand.  
- Morgan Stanley's report indicates that while DRAM prices are rising in 2026, market dynamics are separating into "winners" benefiting from AI computing and "losers" hampered by cost inflation.  
- Investors are advised to focus on companies at the core of the AI supply chain, as traditional hardware OEMs could struggle under rising storage costs.

The "wealth gap" in storage chips is widening. How to choose winners and losers?

Bernstein released a strategy report for the Asia-Pacific region, listing its preferred stocks for the first half of 2023, including CNOOC, JD, SK Hynix, Samsung Electronics, Tokyo Electron, and several other companies

AASTOCKS

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Tokyo Electron Ltd.

Harvest SSE STAR Chip ETF

CHINA OILFIELD

JD HEALTH

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

CNOOC

JD LOGISTICS

Guotai CSI Semiconductor Material Equipment Theme ETF

Harvest CSI All Share Integrated Circuit ETF

JD-SW

Tokyo Electron

"Big Banks" Bernstein lists top picks in the Asia-Pacific region for the first half of this year (Table)

The South Korean stock market is staging a classic "chip swap" drama. Overseas "smart money" is entering the market in large numbers, while retail investors are retreating. Nomura believes that against the backdrop of a surge in AI capital expenditures and continuous earnings upgrades, coupled with the sustained increase in foreign investment and reasonable valuations, the upward momentum of the South Korean stock market remains strong. As long as the logic of earnings upgrades is not falsified, 4900 points may just be a relay station in this bull market, rather than the endpoint

- The South Korean stock market is experiencing a paradox where the index rises while retail investors are withdrawing.  
- The boost in market performance is attributed to foreign investors and local institutions, with a significant net inflow into offshore-listed ETFs, indicating strong global capital interest in Korea's role in the tech supply chain.  
- Despite the market's high valuations, analysts suggest that the underlying fundamentals and continued foreign investment support the momentum, while cautioning against potential volatility from U.S. macroeconomic events.

KOSPI in South Korea surpasses 4900 points—foreign capital increases, retail investors retreat, how much further can this round of market go?

In the latest market dynamics, among the five ETFs with the highest gains, XL2CSOPSMSN-U ranked first with a 6.6% increase, closing at $6.465. Other well-performing ETFs include XI2CSO, which rose by 6.5% to close at HKD 12.24; XL2CSOPSMSN increased by 6.1% to close at HKD 50.26; and both XI2CSO-U and XI2CSO Strategy saw increases of 6.1% and 6.0%, closing at $1.56 and HKD 62.8, respectively

The "Half-Day Express" reports that the top five gainers are the ETF XL2CSOPSMSN-U, which rose by 6.6%

According to the "All-Day Express," among the five ETFs with the highest gains, XL2CSOPSMSN had the highest increase, closing at HKD 44.24, up 16.1%. The performance of other ETFs is as follows: XL2CSOPSMSN-U rose by 15.1%, closing at USD 5.625; XL2CSOPCO increased by 14.1%, closing at HKD 76.6; XL2CSOPCO-U rose by 13.2%, closing at USD 9.755; and XL2CSOP strategy increased by 10.8%, closing at HKD 11.68

The "All-Day Express" reports that the top five rising ETFs, XL2CSOPSMSN, increased by 16.1%

XL2CSOPSMSN closed at $4.682, up 9.5%; XL2CSOPSMSN closed at HKD 36.48, up 8.9%; XL2CSOPHYNIX closed at HKD 5.46, up 7.0%; XL2CSOPHYNIX closed at HKD 17.17, up 6.3%; FL2CSOPHENZ closed at HKD 6.135, up 5.0%

The "Half-Day Express" reports that the top five gainers are the ETF XL2CSOPSMSN, which rose by 9.5%

Nomura predicts that the memory "super cycle" will continue until 2027, primarily due to the unexpected surge in demand for AI servers and enterprise-level SSDs. As large-scale capacity release will not occur until 2028, the supply-demand gap will drive DRAM prices significantly higher. Nomura has raised its earnings expectations for Samsung and SK Hynix, believing that the profitability of general storage has reached or even surpassed that of HBM

- Nomura forecasts a longer-than-expected "supercycle" in the global memory industry, driven by strong AI server and eSSD demand, lasting until at least 2027.  
- The report highlights that while the supply side will struggle to expand capacity until 2028, significant price increases for DRAM, particularly in the PC, mobile, and server segments, are expected.  
- Consequently, Nomura raised profit expectations for Samsung Electronics and SK Hynix, citing their improved financial outlook and attractive valuations compared to industry peers.

Micron Tech

Nomura: AI demand unexpectedly strong, memory supercycle expected to last at least until 2027

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According to the "Half-Day Express," among the five ETFs with the largest gains, XL2CSOPSMSN had the highest increase, rising by 4.0% to close at HKD 27. Other ETFs such as XL2CSOPNVDA rose by 3.2% to close at HKD 147.45; XL2CSOPSMSN-U rose by 3.0% to close at USD 3.452; FI2CSOPSMSN rose by 2.4% to close at HKD 30.16; and XL2CSOPNVDA-U rose by 2.3% to close at USD 18.83

XL2CSOPNVDA-U

The "Half-Day Express" reports that the top five gainers are the ETF XL2CSOPSMSN, which rose by 4.0%

Among the five ETFs with the largest increases, XL2NCO had the highest rise, reaching 13.4%, closing at HKD 82.4. Other ETFs such as XL2NCO-U increased by 13.1%, XL2N strategy rose by 8.4%, XL2N Samsung went up by 7.2%, and XL2N strategy-U increased by 7.0%

The "Half-Day Express" reports that the top five gainers are the ETF XL2CSOPSMSN, which rose by 13.4%

XL2CSOPSMSN(07747.HK)

Tablet-Markt wächst 2025 um fast 10 Prozent laut Omdia-Analyse von TechTarget Inc

06:26 ET Global Mobile Phone Accessories Market to Surpass USD 230.1 Billion by 2036 as 5G Integration and Premium Personalization Redefine Consumer Demand

Samsung's stock price in South Korea has increased by 10%, marking the largest gain since March 2020

HBM explosion reshapes the semiconductor industry landscape, SK Hynix's annual profit surpasses Samsung for the first time

AI reasoning is a necessity, NAND "cycles are longer and more stable"! JP Morgan: The main character in this round is eSSD, Kioxia has become the first choice