Semiconductor-Led Growth in the Domestic ETF Market
Hana Asset Management's net assets increased to 3.5686 trillion KRW although its market share declined to 0.92%. This reflects initial success targeting niche markets but faces expansion difficulties due to portfolio limitations. The semiconductor industry's rise is spearheaded by improved earnings at major companies like Samsung Electronics and SK Hynix, contributing to stock price increases.
In the domestic ETF market, the semiconductor sector achieved high returns in February 2026 due to government value-up programs and AI momentum. Notably, NH-Amundi Asset Management's 'HANARO High Dividend TOP3 Plus' ETF took the lead with a 49.86% return. Semiconductor-related ETFs accounted for 12 out of the top 20 highest-yield products, indicating a significant influence from the expansion of AI infrastructure.
In 2024, capital flow into the domestic market saw a surge, bringing prosperity to the securities industry with average daily trading volumes rising to 45.7296 trillion KRW. Individual investors are leading the market charge, and following Iran's tanker attack, oil-related ETFs also saw spiking returns. Meanwhile, the semiconductor market is experiencing price volatility with Samsung Electronics increasing NAND flash supply prices.
In major brokerage firms' retirement pension accounts, semiconductor and KOSDAQ-related ETFs were most frequently purchased. According to Mirae Asset Securities, ETFs investing in key stocks along the semiconductor value chain, such as Samsung Electronics and treasury bonds, are popular, whereas funds are retreating from U.S. long-term bond-related ETFs.
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