Surging Global Interest in Semiconductor ETFs and AI Stocks
The global financial markets are witnessing a significant surge in investments focused on memory semiconductor ETFs and AI-related equities. Notably, U.S. ETFs investing in Samsung Electronics and SK Hynix have surpassed $6 billion in assets in a short period, with the Roundhill Memory ETF amassing over $6 billion within just five weeks of its launch. This ETF allocates approximately 47.48% of assets to Samsung and SK Hynix, attaining a recent return of around 24.3%. Active net buying by Korean retail investors has strongly supported this momentum, with recent net purchases reaching approximately KRW 5.8 trillion for Samsung and KRW 1.9 trillion for SK Hynix.
The appeal and performance of memory ETFs are further bolstered by tax arbitrage opportunities and substantial inflows into other semiconductor products such as Intel and triple-leveraged Philadelphia Semiconductor ETFs. While many semiconductor ETFs concentrate mainly on Micron, the Roundhill Memory ETF distinguishes itself by offering broad exposure to leading Korean, Japanese, and Taiwanese memory chip makers. In related news, Nvidia CEO Jensen Huang’s high-profile involvement in a China-U.S. dialogue with former President Donald Trump has heightened optimism for AI chip supply. Furthermore, SoftBank’s record profits from OpenAI investments and Walmart’s organizational restructuring leveraging AI underscore the strong outlook and momentum for AI-related technology stocks.
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뉴스핌2026 5月 14
[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.
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