Booming Semiconductor ETFs and Market Trends in Korea
Booming Semiconductor ETFs and Market Trends in Korea
Recent developments in Google's TPU have spotlighted semiconductor-themed ETFs, driving a strong performance in this sector. The 'KODEX AI Semiconductor Equipment' ETF rose by 13%, underscoring a positive outlook on the AI and semiconductor industries. Moreover, ETFs focusing on small and mid-cap stocks are outperforming large caps, particularly in semiconductor materials, parts, and equipment, demonstrating high yields. Conversely, the shipbuilding and defense sectors are experiencing weakened investment sentiment, with defense industry-related ETFs showing declines. Consequently, investors are notably shifting their focus towards semiconductor and AI-oriented ETFs. Furthermore, the rise in commodity prices has buoyed the 'HANARO Global Gold Mining Companies' ETF to an 11.18% gain. Individual investors have also shown increased interest in major US index ETFs, highlighting their active participation in overseas equity markets.
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파이낸셜뉴스2025 11月 30
Google TPU Gains Attention, Semiconductor ETFs Strong... Shipbuilding & Defense Weak [ETF Square] - Financial NewsThe semiconductor theme showed strength in the domestic ETF market. Additionally, AI semiconductor-related stocks such as 'KODEX AI Semiconductor Core Equipment', 'SOL Semiconductor Post-Processing', 'RISE AI & Robot', 'SOL AI Semiconductor Devices', 'TIGER US Philadelphia Semiconductor NASDAQ', and 'TIGER AI Semiconductor Core Process' were ranked at the top...
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한국경제2025 11月 30
Semiconductor and Commodity ETFs Stand Out... Defense Industry Products LanguishSemiconductor and commodity ETFs stand out as defense industry products languish. Weekly ETF returns reach high profits in the 10% range, such as SOL Semiconductor Post-processing. HANARO Gold Mining is strong, and US index-type products are also popular.
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이데일리2025 11月 30
The Semiconductor Rally Continues... Materials, Components, Equipment ETFs 'Skyrocket' [Fund Watch] - EdailyThe semiconductor rally is expanding from large-cap stocks to mid- and small-cap stocks. Despite concerns over an artificial intelligence (AI) bubble causing poor performance in large semiconductor stocks, ETFs that include materials, components, and equipment have shown remarkable performance. The outlook for the semiconductor industry remains bright, especially for mid- and small-cap stocks...
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파이낸셜뉴스2025 11月 30
AI Semiconductor Strengthens Due to Google's TPU Rise… Shipbuilding and Defense Take a Breather [ETF Square] - Financial NewsIn the domestic exchange-traded fund market, the semiconductor theme showed strong performance. Various AI semiconductor-related stocks such as 'KODEX AI Semiconductor Core Equipment', 'SOL Semiconductor Post-processing', 'RISE AI & Robotics', 'SOL AI Semiconductor Materials and Parts', 'TIGER U.S. Philadelphia Semiconductor Nasdaq', 'TIGER AI Semiconductor Core Process' ranked at the top.