Korean Investors Flock to US AI & Semiconductor ETFs Amid Thematic ETF Launches
Korean investors have significantly increased their exposure to US-listed ETFs, with assets under custody now exceeding KRW 62 trillion—a 28% rise from earlier this year. According to latest data, ETFs tracking the Nasdaq-100 such as QQQ, QQQM, TQQQ, QLD, as well as leveraged semiconductor plays like SOXL, have seen remarkable growth. This surge is attributed to improving earnings outlooks for semiconductor firms and a rising demand for core infrastructure, driven by the rapid expansion of AI technologies.
Domestic asset managers are also aggressively launching new thematic ETFs to capture growth trends. Mirae Asset Global Investments introduced the 'TIGER Google Value Chain ETF', providing exposure to 20 stocks in the Google-centric AI ecosystem and optical communication value chain. Key holdings include Lumentum, InnoLight, Broadcom, and Ciena—companies instrumental in data connectivity and AI infrastructure. The ETF is also accessible via retirement and pension accounts, making it a strategic option for long-term investors.
Meanwhile, Samsung Asset Management's 'KODEX US AI Power Core Infrastructure' ETF has posted a strong 58.3% return year-to-date and 115.6% over the past year. The growth is spurred by mounting electricity demand from data centers fueled by AI service expansion. Goldman Sachs forecasts an additional 25% increase in power consumption by 2030, underscoring the long-term growth prospects of the IT, semiconductor, and infrastructure sectors.
Related ETF
Related News
Korean individual investors scoop up US ETFs… Holdings increased by 14 trillion won this year - Financial NewsThe number of Korean individual investors indirectly investing through ETFs is increasing. The ProShares UltraPro QQQ ETF, which leverages three times the Nasdaq-100 Index, saw an increase of 33.14% compared to the beginning of the year, amounting to $4.564 billion. The amount held in the ProShares Ultra QQQ ETF, which follows the Nasdaq-100 Index by two times, is …
뉴스핌13 hours ago
Mirae Asset Management Lists 'TIGER Google Value Chain ETF' - News Pim[Seoul=News Pim] Reporter Yang Tae-hoon: Mirae Asset Management announced the new listing of the 'TIGER Google Value Chain ETF' on the 12th. This exchange-traded fund (ETF) invests in 20 key companies, including Google, Broadcom, and those related to optical communication and optical infrastructure. In a pension savings account, up to 100%,
“The Core Pillar of AI Investment”… Mirae Asset Lists 'TIGER Google Value Chain ETF' - EdailyMirae Asset Global Investments announced on the 12th the new listing of 'TIGER Google Value Chain' Exchange Traded Fund (ETF). The TIGER Google Value Chain ETF is a product that invests in Google's AI ecosystem as another core pillar rising from the traditional AI investment flow centered on Nvidia...
뉴스핌17 hours ago
'KODEX US AI Power Core Infrastructure' ETF Nears 2-Trillion-Won Net Asset Mark - NewsPim[Seoul=NewsPim] Reporter Yang Tae-hoon = Samsung Asset Management announced on the 12th that the 'KODEX US AI Power Core Infrastructure' ETF has posted a year-to-date return of 58.3%. The periodic returns are 23.0% over the past month, 41.0% over the past three months, and 115.6% over the past year. The net assets are at 1.967 trillion won.
Related ETF
"Invest in Google's AI Ecosystem"... Mirae Asset's 'TIGER Google Value Chain ETF' Newly Listed - E Today(Mirae Asset Management) Mirae Asset Management announced on the 12th that it has newly listed the 'TIGER Google Value Chain ETF'. The 'TIGER Google Value Chain ETF' is based on the existing en