Semiconductor ETFs See Investment Boom Driven by Samsung Electronics and SK Hynix
With the robust growth of the semiconductor industry, ETF products heavily focused on Samsung Electronics and SK Hynix are booming in the market. Shinhan Asset Management launched the 'SOL AI Semiconductor TOP2 Plus ETF', allocating half of its portfolio to Samsung Electronics and SK Hynix, while also including SK Square, SK Hynix's holding company, to capture rising demand from AI proliferation and high-bandwidth memory (HBM).
At the same time, the 'TIGER Semiconductor TOP10 ETF', anchored by the same two companies, is attracting strong interest from retail investors, with their combined weighting reaching 54%. Retail investors' net purchases in this ETF have surpassed KRW 1 trillion, underscoring robust confidence in the sector. Notably, Samsung Electronics is projected to see its 2026 operating profit grow by 325% year-over-year, leading analysts to predict the onset of a new semiconductor super cycle.
In addition, KB Asset Management launched the 'RISE Samsung Electronics SK Hynix Bond Mix 50 ETF', which combines stocks with risk-free bonds to enable more strategic investments. Designed particularly for retirement pension accounts, the ETF allows equity exposure up to 85% while using short-term government and monetary stabilization bonds to minimize risk. As expectations of AI-driven semiconductor demand continue to rise, investment strategies centered on Samsung Electronics and SK Hynix are dominating Korea’s ETF market.
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Investing in Samsung Electronics and SK Hynix, 50% in Short-term Bonds…Maximizing Retirement Pension Returns [Midas Touch] - Korea EconomyInvesting in Samsung Electronics and SK Hynix, 50% in Short-term Bonds…Maximizing Retirement Pension Returns, Interview with Donghui Yook, Head of ETF Product Marketing at KB Asset Management. Classified as a mixed bond type, it can be 100% incorporated into retirement pensions, and the stock-type proportion within retirement pensions can be raised to 85%.
One-click Investment in Semiconductor 'Top Two' Samsung Electronics and SK Hynix via ETF... Shinhan Asset Management LaunchSOL AI Semiconductor TOP2 Plus
매일일보2026 3月 20
“Retail Investors Riding the Semiconductor Supercycle”...1 Trillion Won Inflow into TIGER Semiconductor TOP10 - Maeil DailyMaeil Daily = Reporter Lee Jae-hyung | The domestic semiconductor industry has entered an unprecedented 'super cycle' beyond mere recovery, attracting rapid inflows of individual investors' funds into related ETFs. There's a clear trend of 'selection and concentration', focusing investments on major large-cap stocks amid volatility driven by geopolitical risks. According to the Korea Exchange on the 20th, the 'TIGER Semiconductor TOP10 ETF' surpassed 1 trillion won in net purchases by individuals as of March 16. The total net purchase amount by individuals is 1.5217 trillion won. With a net asset size of 8.0696 trillion won, it's among the largest domestic stock-themed ETFs.
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