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Semiconductor ETFs Surge with Triple-Digit Annual Returns
Electronic Technology · Semiconductors · economic_daily · 2026-09-17
00892, 00913, 00935, 2303, 2330, 2344, 2454, 3711
Taiwanese semiconductor ETFs are seeing massive gains, with some funds reporting over 140% annual returns driven by AI demand and advanced chip manufacturing.
What Happened
Strong Market Performance: Technology and semiconductor ETFs have dominated market returns this year, with the Mega Taiwan Wafer Manufacturing ETF (00913) leading the pack with an annual return of 149.3%. Other funds, including Fubon Taiwan Semiconductor and Nomura Taiwan New Tech 50, have also surpassed 130% in annual gains, signaling a strong structural growth trend in the sector.
Industry Drivers: Despite global market volatility, the semiconductor supply chain remains resilient, fueled by high-performance computing (HPC), AI servers, and edge AI applications. Advanced manufacturing processes, particularly at TSMC, are seeing high utilization rates, while the expansion of advanced packaging technologies like CoWoS continues to solidify Taiwan's role as a global AI powerhouse.
Strategic ETF Focus: Funds like the Mega Taiwan Wafer Manufacturing ETF focus on the upstream and midstream segments, including foundry services, IC design, and advanced testing. By filtering out lower-margin consumer assembly businesses, these ETFs capture the highest value-add segments of the semiconductor industry, leveraging deep technological moats.
Future Outlook: Research teams maintain that the semiconductor cycle remains intact, with recent short-term fluctuations primarily driven by macroeconomic adjustments. As inventory levels normalize and corporate earnings growth remains robust, pure-play semiconductor ETFs are well-positioned to capture the next wave of growth in the AI computing era.