AI and Semiconductor ETFs Drive High Returns in the Korean Market
In the Korean ETF market, products focused on artificial intelligence (AI) and semiconductors are taking the lead. KB Asset Management's 'RISE US AI Tech Active ETF' topped returns among Nasdaq-based active ETFs over the past one month, three months, and since the start of the year. Its portfolio, centered on memory, storage, power, infrastructure, and optical communication, has been pivotal in delivering consistent performance, with key positions in companies such as Lumentum, Ciena, and SanDisk.
Timefolio Asset Management's 'TIME US Nasdaq100 Active' and 'TIME Global AI Active' ETFs have also attracted attention, reaching new record highs with cumulative returns of 292.37% and 332.05%, respectively. These ETFs proactively adopted AI infrastructure trends laid out at NVIDIA GTC 2026, incorporating major hardware firms early, which helped them establish a strong presence in the market. The advantages of tax deferral and compounding in retirement accounts further support their appeal for long-term investors.
Meanwhile, Korea Investment Trust Management’s 'ACE Global Semiconductor TOP4 Plus ETF' delivered standout returns of over 480% by concentrating on the essential semiconductor sector for AI and advanced technologies. The firm’s broader strategy includes value enhancement for shareholders by incorporating mid-cap and large-cap value stocks, as well as supporting retirement asset formation through lifecycle funds (TDF) and other innovative offerings.
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