Record Growth and Market Leadership in AI Semiconductor ETFs Domestically and Globally
The domestic semiconductor ETF market has witnessed unprecedented growth, driven by soaring demand for AI and high-bandwidth memory (HBM) chips. NH-Amundi Asset Management's 'HANARO Fn K-Semiconductor ETF' surpassed KRW 3 trillion in assets under management by investing in 20 leading semiconductor firms, including Samsung Electronics and SK hynix. Reflecting strong earnings from top holdings like Samsung Electro-Mechanics, the ETF achieved industry-leading returns of 178.19% year-to-date, 197.63% over six months, and 504.19% over one year. Expansion of AI infrastructure and memory shortages are fueling this robust performance among Korean semiconductor companies.
Korea Investment Management's 'ACE AI Semiconductor TOP3+ ETF' also crossed KRW 1 trillion in assets, with a staggering 703% asset growth since the beginning of the year. By allocating 75% of assets to SK hynix, Samsung Electronics, and Hanmi Semiconductor, the ETF outpaced sector averages with six- and twelve-month returns of 206.11% and 471.10%, respectively. Market analysts point out that ETFs focused on leading stocks yield stronger long-term performance and risk management, especially when paired with active strategies.
Abroad, US-based Roundhill's Memory ETF (DRAM) captured approximately USD 9 billion (KRW 13 trillion) within just six weeks, overtaking ARK Innovation ETF in asset size amid an AI-driven investment boom. The fund primarily invests in memory giants like Samsung Electronics, SK hynix, and Micron Technology, contributing to sharp share price gains. Meanwhile, sector-specific ETFs targeting AI inference (ASICs) are gaining traction as the AI industry shifts towards advanced data processing needs.
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NH-Amundi K-Semiconductor ETF's Net Asset Surpasses 3 Trillion, KIS AI Semiconductor TOP3+ Exceeds 1 Trillion - SBSBiz[Captured from NH-Amundi Asset Management's homepage] As domestic semiconductor stocks, including Samsung Electronics and SK Hynix, continue to reach new heights, the size of the ETFs containing these stocks is also growing. NH-Amundi Asset Management announced today (15th) that the 'HANARO Fn K-Semiconductor ETF', which invests in core stocks of the domestic semiconductor industry, has surpassed a net asset total of 3 trillion won.
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Funds Flocked to AI Semiconductor ETF... ACE AI Semiconductor TOP3+ Surpasses 1 Trillion - Financial NewsAs the rally of large semiconductor stocks continues, the net asset value of ETFs that focus on major high-bandwidth memory (HBM) companies is rapidly increasing. According to the Korea Exchange on the 15th, the net asset value of the 'ACE AI Semiconductor TOP3+ ETF' was recorded at 1.728 trillion KRW as of the previous day. It surpassed 5 trillion KRW in March...
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NH-Amundi Management's 'HANARO Fn K-Semiconductor ETF' surpasses 3 trillion won in net assets - EdailyNH-Amundi Asset Management announced on the 15th that the ‘HANARO Fn K-Semiconductor' ETF has surpassed a net asset total of 3 trillion won. According to the Korea Exchange, as of the 13th, the net assets of the HANARO Fn K-Semiconductor ETF amounted to 3.063 billion won. This comes after surpassing 2 trillion won at the end of April...
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Hanwha Asset Management's 'ACE AI Semiconductor TOP3+ ETF' Surpasses 1 Trillion KRW in Net Assets - NewsPim[Seoul=NewsPim] Reporter Yang Tae-hoon = The net asset value of Hanwha Asset Management's 'ACE AI Semiconductor TOP3+ ETF' has surpassed 1 trillion KRW. According to the Korea Exchange on the 15th, as of the 14th, the net asset value of the ACE AI Semiconductor TOP3+ ETF was recorded at 1 trillion 728 billion KRW. It surpassed 5 trillion KRW in March.
Korea Investment Management "ACE AI Semiconductor TOP3+ ETF Surpasses 1 Trillion Won in Net Assets⋯Impact of HBM Demand" - E-TodayKorea Investment Management announced on the 15th that the net assets of the ACE AI Semiconductor TOP3+ ETF have surpassed 1 trillion won. According to the Korea Exchange, as of the previous day, ACE AI
NH Amundi Asset Management, K-Semiconductor ETF Net Assets Surpass 3 Trillion Won... Samsung Electro-Mechanics Drives Returns - E-Today(Source=NH-Amundi(Amundi) Asset Management) NH-Amundi(Amundi) Asset Management invests in key stocks of the domestic semiconductor industry through the 'HANARO Fn K-Semiconductor Exchange Traded Fund (ETF)'
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'ACE AI Chip TOP3+ ETF' Surpasses 1 Trillion Won in Net Assets…Doubled in Two Months - EDailyKorea Investment Trust Management announced on the 15th that the net asset value of the 'ACE AI Chip TOP3+ ETF' has surpassed 1 trillion won. (Source: Korea Investment Trust Management) According to the Korea Exchange, as of the previous day (14th), the net asset value of the ACE AI Chip TOP3+ ETF was recorded at 1,072.8 billion won. In March, the net assets were 5...
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'HANARO Fn K-Semiconductor ETF' Surpasses 3 Trillion KRW in Net Assets - Newspim[Seoul=NewsPim] Reporter Yang Tae-hoon = The net assets of NH-Amundi Asset Management's 'HANARO Fn K-Semiconductor ETF' have surpassed 3 trillion KRW. According to the Korea Exchange on the 15th, as of the 13th, the net assets of this HANARO Fn K-Semiconductor ETF were recorded at 3.0639 trillion KRW.
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DB Securities: 'Domestic AI Semiconductor ETF, Focused Strategy on Leading Stocks Effective… Noting SK Hynix Weight' - E TodayDB Securities analyzed on the 15th that ETFs with high concentration on specific stocks are superior in terms of long-term performance in the domestic AI semiconductor ETF investment strategy.