Explosive Growth in Semiconductor ETFs Led by Samsung and SK Hynix
Korean investors are demonstrating a strong interest in memory semiconductor giants such as Samsung Electronics and SK Hynix, substantially increasing purchases of ETFs like the Roundhill Memory ETF which allocate around 47.5% to these two companies. In the past month alone, net buying related to Samsung and SK Hynix reached approximately 8 trillion KRW, while the Roundhill Memory ETF delivered a robust 24.3% return, driven in part by tax arbitrage opportunities and optimism about the growing global memory semiconductor market.
The Roundhill Memory ETF has shown rapid expansion, gathering over $6 billion in assets within only five weeks of listing, and surpassing $1 billion in the first 10 trading days. Unlike most semiconductor ETFs focused primarily on Micron, this ETF includes a diverse selection of DRAM manufacturers from Korea, Japan, and Taiwan, maintaining its investment appeal despite significant share price volatility.
Meanwhile, Mirae Asset’s 'TIGER Semiconductor TOP10 Leverage ETF' has also emerged as the top-buy ETF among Korean retail investors since early 2023. Its net inflow has reached 424.1 billion KRW, and its assets have grown to 2.5 trillion KRW, further strengthened by a remarkable 404.8% return. The rapid advances in AI technology and ballooning demand for memory semiconductors are credited as key drivers for these achievements, underscoring a sustained structural growth in the semiconductor sector.
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Mirae Asset Semiconductor TOP10 Leverage ETF surpasses 400 billion KRW in net purchases by individuals this year - Seoul EconomyMirae Asset Management announced that the 'TIGER Semiconductor TOP10 Leverage Exchange Traded Fund (ETF)' recorded the highest net purchase amount by individuals among domestic equity thematic leverage ETFs since the beginning of the year. According to the Korea Exchange on the 14th, as of the previous day, the 'TIGER Semiconductor TOP10 Leverage ETF' has since the beginning of the year
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[AI Stock Story] Roundhill Memory ETF Soars with Storm Growth, Driven by Retail Investors Seeking Semiconductor Exposure - NewsPimThis article is content produced by AI translation, and the original is the May 13th Reuters article (Roundhill fund becomes fastest-growing ETF ever as retail investors seek semiconductor exposure).
Betting 8 trillion won on ‘Samsung Electronics and SK Hynix’ via US ETFs… Foreign Individual Investors Ultimately Go for Semiconductors - E-DailyDomestic investors are not bound by 'borders' when investing in Samsung Electronics and SK Hynix. Over the past month, foreign individual investors have been buying US memory semiconductor ETFs containing these two stocks.