3119.HK is trading at HK$168.95, down 4.55%, amid concern that CXMT’s denser DRAM design could intensify competition for memory-chip leaders. - Samsung Electronics and SK Hynix fell 7.4% and more than 10%, respectively, on October 13; together, they represent about 26.9% of the ETF’s reported holdings. - Broader worries about AI investment valuations, including Broadcom CEO Hock Tan’s “casino” comparison, added to semiconductor-sector weakness.