AI Optical Communication and Semiconductor ETFs Emerge as Investment Leaders
Samsung Asset Management’s ‘KODEX US AI Optical Network ETF’ has posted an impressive 34.4% return within just one month of its listing, drawing significant investor attention. The ETF primarily invests in global optical communication equipment companies such as Lumentum, Ciena, and Coherent, leading the extension of AI investments into the optical network sector. Individual investors net purchased KRW 153.3 billion, and total assets surged to KRW 297.8 billion, underscoring the strategic importance and high growth potential of the optical communication industry. Network demand driven by AI data centers has further cemented the industry as the next key growth area following semiconductors in the AI investment landscape.
The DRAM ETF, listed on the New York Stock Exchange, also recorded an outstanding 45% return over one month, outperforming domestic semiconductor ETFs. Korean investors contributed 10% of total net inflows into this ETF, reflecting strong demand for international semiconductor opportunities. The DRAM ETF heavily allocates to industry leaders Samsung Electronics and SK Hynix, benefiting from the recent upturn in the memory chip market.
Meanwhile, the 'RISE Samsung Electronics SK Hynix Bond Mixed 50' ETF has attracted KRW 655.5 billion, thanks to its strategy of balancing 50% investment in major domestic semiconductor firms with 50% in treasury and monetary stabilization bonds to reduce volatility. Amid rising competition from similar products, there is also growing capital inflow into AI semiconductor and power infrastructure ETFs. Additionally, public interest in ETFs is broadening, as shown by a K-pop idol's engagement in semiconductor-focused portfolio construction, signaling greater accessibility and enthusiasm for ETF investments.
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U.S. DRAM ETF jumps 45% in a month; Korean retail investors buy 10% - Seoul EconomyIn the global memory semiconductor ETF 'DRAM', listed on the New York Stock Exchange for a month, domestic 'Korean retail investors', who invest in overseas stocks, purchased one-tenth of the inflow. The fund includes 50% of Samsung Electronics (005930) and SK Hynix (000660).
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Samsung Asset Management, KODEX US AI Optical Communications ETF rises 34% in a month - White Paper[White Paper=Reporter Ko Soo-ah] Samsung Asset Management announced on the 4th that the KODEX US AI Optical Communications Network ETF, which was listed on March 31st, recorded a 34.4% return a month after its listing (March 31-April 30). Along with the high performance, individual investors' net purchases after listing also reached KRW 153.3 billion, indicating active capital inflow. As AI investment trends expand from the existing focus on semiconductors and power infrastructure to networks, particularly in the optical communications sector, this ETF has rapidly grown to a net asset size of KRW 297.8 billion in just a month. As the AI industry advances with GPUs
Samsung Asset Management: 'U.S. AI Optical Communications ETF Achieves 34% Yield in One Month'[Photo courtesy of Samsung Asset Management = Yonhap News] Samsung Asset Management announced today (the 4th) that the U.S. AI Optical Communications Exchange-Traded Fund (ETF), which was listed on March 31, achieved a yield of 34.4% in about a month. Since its listing, the net assets have increased to 297.8 billion won, and the net purchase volume by individual investors reached 153.3 billion won, indicating active capital inflow.…
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Samsung Asset Management's 'KODEX US AI Optical Communication Network' Up 34.4% in One Month - Newspim[Seoul = Newspim] Reporter Kim Ga-hee = Samsung Asset Management announced on the 4th that its 'KODEX US AI Optical Communication Network' ETF achieved a one-month return of 34.4% since listing. According to the company, individual investors' net purchase amount during this period was 153.3 billion KRW.
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Samsung Asset Management, KODEX U.S. AI Optical Communication Network, 34% Return a Month After Listing - E-DailyOptical communication technology, which connects AI data at the speed of light without bottlenecks, is emerging as a core competitiveness, with the related Exchange Traded Fund (ETF) showing excellent returns. (Data provided by Samsung Asset Management) Samsung Asset Management listed KODEX U.S. AI Optical Communication Network ETF on March 31...