AI and Chip Rally Lifts TPEx Index to Record, CTBC OTC ESG 30 ETF Hits New High

Investment in Taiwan equities remains concentrated in AI and semiconductor supply chains. With its heavy weighting toward small and midsize technology companies, the over-the-counter market has become an important gauge of industry conditions. CTBC Investments' CTBC OTC ESG 30 ETF (00928), which targets 30 listed OTC companies offering both growth potential and strong ESG performance, has benefited from the rally.

As of the latest report, the TPEx Index had already set an all-time high, while 00928 had also surpassed its highest price since listing. The report did not provide the exact trading date, price or turnover. A CTBC Investments fund manager said surging demand for AI servers and a memory supercycle were driving revenue growth at ASPEED, LandMark Optoelectronics and leading memory companies.