TSMC(US:TSM) Ge Long Hui·2025-11-04 02:51Group 1 - The core viewpoint of the article highlights the significant performance of the Asia-Pacific Selected ETF (159687), which has risen by 2.78% today and accumulated a 32% increase year-to-date [1][2]. Group 2 - TSMC has initiated a price increase for advanced processes, with a rise of approximately 3% to 10%, marking the first long-term price hike since the AI era, which is expected to trigger a new wave of chip price increases [2]. - Morgan Stanley reported that U.S. corporate quarterly capital expenditures exceeded expectations, indicating potential for further upward movement [2]. - Trendforce forecasts that capital expenditures for the top eight global CSP cloud service providers will grow by 24% year-on-year to reach $520 billion by 2026, driving demand for computing chips [2]. Group 3 - The Asia-Pacific Selected ETF (159687) is the only ETF in the domestic market tracking the FTSE Asia Pacific Low Carbon Select Index, utilizing a "mutual hanging model" to invest in the Singapore Exchange's target ETFs, covering 11 Asia-Pacific economies including Japan, China, and South Korea, effectively diversifying single market risks [2]. - The ETF's constituent stocks are driven by "high-quality dividend assets" and "semiconductor leaders," with TSMC being the top-weighted stock, alongside other industry leaders like Samsung Electronics, Tokyo Electron, SK Hynix, and MediaTek, forming a comprehensive industry chain [2]. - The Asia-Pacific Selected ETF (159687) has achieved positive returns for three consecutive years from 2023 to 2025, allowing T+0 trading on the market, with available options for connecting funds: Connect A (021189) and Connect C (021190) [2].