New AI and Semiconductor ETFs Drive Shifts in Korea's Investment Landscape
Korean asset management firms are intensifying the segmentation of AI themes, introducing new ETFs focusing on diverse segments. KB Asset Management launched an ETF targeting physical AI; NH-Amundi focuses on AI memory semiconductors, Mirae Asset highlights the Google AI ecosystem, and Samsung Asset Management unveiled a semiconductor growth ETF. These products predominantly invest in innovative leaders such as Hyundai Motor, autonomous driving, robotics, factory automation companies, as well as leading chipmakers SK Hynix and Samsung Electronics.
Jae Wook Jeong from Samsung Asset Management recommends concentrated ETFs anchored around Samsung Electronics and SK Hynix, underscoring the structural growth potential and valuation appeal of Korea's semiconductor sector. He stressed the importance of agile ETF portfolio management in a changing market environment and suggests using leveraged ETFs for short-term strategies.
Meanwhile, retirement pension investors are significantly increasing allocations to domestic equity and semiconductor ETFs, driven by the semiconductor supercycle and domestic stock market strength. Portfolio strategies are being tailored to different age groups: younger investors in their 20s and 30s are encouraged to pursue aggressive asset allocations, those in their 40s and 50s focus on both stability and growth, while investors in their 60s prioritize stable returns.
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