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PCB-Focused ETF Sees Assets Double in First Week of Trading
Electronic Technology · Electronic Components · cnyes · 2026-09-09
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The CTBC Taiwan-Japan-Korea PCB ETF has seen its assets under management surge by over 90% within its first week, reflecting strong investor appetite for AI supply chain exposure.
What Happened
Market Performance: The CTBC Taiwan-Japan-Korea PCB ETF (009828) has quickly become a market favorite, consistently ranking among the top ten most traded ETFs since its debut on September 2nd. Its total assets under management climbed to 6.16 billion TWD within just one week, marking a 91.3% increase from its initial offering period.
Industry Drivers: Growing demand for AI servers is driving significant interest in high-end PCB, ABF substrate, and advanced material manufacturers. As the industry shifts toward 1.6T high-speed transmission, the unit value for components in AI server motherboards and networking equipment is rising, fueling a new growth cycle.
Corporate Results: Major substrate manufacturer Unimicron reported a 56% year-on-year revenue growth for August, underscoring the robust demand for AI-related components. This performance has bolstered market confidence in the broader PCB sector's recovery and long-term outlook.
Investment Strategy: By providing exposure to leading PCB firms across Taiwan, Japan, and South Korea, the ETF offers a comprehensive way to invest in the AI infrastructure boom. Analysts expect the sector to benefit significantly from ongoing hardware upgrades and the expansion of global AI data centers.
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