Red alert: The AI bloodbath is not over yet! - Part 5

The semiconductor industry in China is having a burgeoning growth right now and we don't want our readers to miss the great opportunity.

Huawei has invented the Tau logicfolding technique that can help China to achieve 1.4nm chip production by 2030 just by using a DUV machine and not the ASML EUV machine.

As we've highlighted the semiconductor as one of  the 5 promising sectors to invest in, we will reveal the  rates of developments for the semiconductor industry in China.

Not only has China doubled its semiconductor exports from the  previous year, it has also increased its local chip output by 350% in a year because China has been replacing imported chips with its domestic chips.

Therefore, the top semiconductor manufacturers in China will be able to capture this tremendous growth for exports and local chip consumption.  As a result, it is better to buy into these top China semiconductor manufacturers before they release their earnings.

Conversely, we've also highlighted HK as one of  the attractive places to invest in.  The hang seng index (HSI) will be having a review on 21 August 2026 and this review will include some new promising stocks and exclude some existing stocks.  The new revisions will compel the HSI ETF fund mangers to buy the new entrants and sell the dropouts.  One of the new entrants will be the AI sector that we've highlighted in our earlier post and this will also be a good opportunity for investors.

We hope that our posts will help our readers to make better and informed investment decisions.  Cheers!