How to make money with ETFs in the AI wave? Secrets of Taiwan Stock Memory Group ETFs revealed, with a 21% increase hidden here

The Logic Behind How Semiconductor Supply Chain ETFs Make Money Is Very Clear

Want to know how ETFs make money? Recently, the Taiwan stock market has given the most straightforward answer. As global tech giants (Amazon, Alphabet, Microsoft, Meta) ramp up capital investments, AI business opportunities are igniting Taiwan’s semiconductor industry chain, and ETFs precisely positioned to capture this wave are soaring. In the past three months, the top ten performing Taiwan stock ETFs all achieved double-digit gains, with the biggest winner being the fund closely aligned with memory and IC design sectors.

Taishin Taiwan IC Design Momentum ETF (00947) surged 21% in the past three months, claiming the top spot on the Taiwan stock ETF performance list. Why has this fund earned so much? The secret lies in its holdings structure, which is fully aligned with the hottest industry axes—memory and IC design. The top five constituents include Phison (8299), Nanya Technology (2408), Winbond (2344), and Delta Electronics (2308). These companies are deep users and beneficiaries of chip technology, resonating perfectly with the AI computing wave.

Individual Stocks Show Explosive Power, Capital Flocks to Memory Concepts

Recently, the memory price hike effect has continued to ferment, driving related stocks and ETFs to rise in unison. The flagship stock Nanya Technology (2408) performed especially fiercely, with intraday gains exceeding 5%, breaking through the 167 NT dollar mark, with trading volume soaring to 151,000 shares, and transaction value reaching 25.539 billion NT dollars, topping the Taiwan stock trading volume list. This explosive growth in trading volume reflects market capital’s feverish pursuit of memory stocks.

Even more noteworthy is that Nanya’s parent company, Nanya (1303), has also caught this wave, boosted by the surge in orders from major Japanese fiberglass fabric manufacturers. It has risen for eight consecutive days, with a total increase of over 41%. The stock price reached 58 NT dollars, with intraday volume hitting 172,000 shares, and transaction value surpassing 10 billion NT dollars, showing overwhelming popularity. Such stock performance further confirms the upward momentum of the entire semiconductor supply chain.

Industry Fundamentals Support the Era of Price and Volume Growth in Memory

Ultimately, how ETFs make money must return to industry fundamentals. According to the latest market data, in early November 2025, DDR5 spot prices surged approximately 30% in a single week, and the standard DRAM contract prices are expected to increase 18%–23% quarter-over-quarter in Q4. Some high-end products have already accumulated nearly 70% gains since September. This rapid rise indicates that the memory industry has emerged from inventory adjustment difficulties.

Research institutions further point out that demand for high-bandwidth memory (HBM) in AI servers continues to climb, with an annual growth rate expected to exceed 70%. Taiwan’s related memory module and packaging/testing companies are operating at full capacity, with profit flexibility increasing in tandem. All these signs indicate that the memory industry has officially entered a positive cycle of “price and volume growth,” providing solid profit support for ETF holdings.

Investment Strategy: Capture Dual-Engine Growth Through ETFs

To understand how ETFs make money, the key is to grasp the core drivers of the industry. Currently, AI computing, data centers, and high-performance servers are becoming the two most important engines for Taiwan stocks, closely linked to memory market trends and IC design innovation. Investors can position themselves by tracking ETFs related to these sectors, such as funds focusing on IC design and memory concepts, or directly investing in leading stocks within these groups to participate in this rare industry growth cycle.

The market index today reached 27,545.24 points intraday, reflecting the strong momentum of the overall tech sector. For investors looking to seize this semiconductor boom, now is the critical moment to hop on the industry’s tailwind.