Changing Roles of Samsung Electronics and SK Hynix in the ETF Market
In the domestic exchange-traded fund (ETF) market, a significant shift is observed as Samsung Electronics faces exclusion while SK Hynix gains prominence. Samsung Electronics is being removed from several ETFs due to weakened competitiveness in the AI semiconductor supply chain and the high-bandwidth memory (HBM) market. Notable examples include its exclusion from ETFs such as 'KODEX Dividend Growth' and 'TIGER Dividend Growth.' Conversely, SK Hynix is being newly incorporated into multiple ETFs, in alignment with the AI semiconductor theme, resulting in increased allocation due to evolving assessment criteria and the semiconductor industry's structural shifts.
The newly established 'ACE Global Semiconductor TOP4 Plus SOLACTIVE' ETF has chosen SK Hynix as a primary investment destination over Samsung Electronics, significantly increasing Hynix's allocation. This move highlights SK Hynix's emerging role in the memory-chip sector and mirrors the industry's structural transitions. Despite Samsung Electronics' strong brand recognition, there's a need for it to redefine its market position. In this context, the evaluation of companies based on revenue and growth potential becomes increasingly critical.
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