The six-month, performance-driven doubling trend of the three AI chip giants is now even prompting Fidelity and BlackRock to ask how much longer it can go on; the concentration level at 29% is indeed making people uneasy.

An announcement from BiJie.com: According to a report by the Financial Times, investors’ confidence in Asian chip manufacturers has weakened, with Fidelity and BlackRock questioning whether the gains of TSMC, SK hynix, and Samsung can be sustained. These three AI chip suppliers have nearly doubled in just six months; they now account for about 29% of the MSCI Emerging Markets Index, raising concerns about concentration.