Global AI Memory Semiconductor ETF Listing and Surge in Defense ETF Investments
Samsung Active Asset Management has launched the 'KoAct Global AI Memory Semiconductor Active' ETF, targeting investments across the global memory semiconductor value chain amid the proliferation of AI. This ETF encompasses leading memory producers such as Samsung Electronics, SK Hynix, and Micron, as well as NAND-based storage specialists like SanDisk, Kioxia, and Western Digital. The strategy also includes proactively identifying companies positioned to spearhead next-generation memory technologies. The move reflects a broader industry shift as rising AI demand transforms global IT sector dynamics.
At the same time, escalating geopolitical tensions in the Middle East are driving notable inflows into domestic defense-related ETFs in Korea. Data from the Korea Exchange shows that the net asset value of seven K-defense ETFs rose to 3.64 trillion KRW, an 18.5% increase since late February. Notably, Samsung Asset Management’s 'KODEX Defense TOP10' ETF saw a 51.6% surge, signaling strong investor interest in the sector. The upward trend is supported by global defense spending hikes, heightened geopolitical risks, and increased allocations to defense by major European pension funds and asset managers.
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K-Defense ETF Grows 18% Amid Middle East Tensions - ETodayAs tensions escalate in the Middle East, funds are flowing into domestic defense industry ETFs. Heightened geopolitical risk
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Samsung Active Lists 'Global AI Memory Semiconductor Active' ETF - SBS BizSamsung Active Asset Management announced today (14th) that it will newly list the 'KoAct Global AI Memory Semiconductor Active' ETF, which invests in the entire global memory semiconductor value chain driven by AI proliferation. This ETF targets not only Korean representative companies but also the global memory value chain in countries like the USA, Japan, and Taiwan. Comprehensive memory giants like Samsung Electronics, SK Hynix, and Micron...