Semiconductor ETF Market Sees Rapid Growth Amid AI Expansion
Samsung Active Asset Management has launched the 'KoAct Global AI Memory Semiconductor Active' ETF, which invests broadly across the global memory semiconductor value chain. This ETF includes key players like Samsung Electronics, SK Hynix, and Micron, as well as NAND flash and semiconductor materials and equipment companies. The explosive growth of the AI market is rapidly driving up memory demand and exacerbating supply shortages, boosting earnings prospects for memory-related companies. Additionally, strong growth in next-generation memory technologies and expanding demand for server DRAM (DDR5) and enterprise SSDs, fueled by AI inference markets, are expected to be key tailwinds.
Meanwhile, Shinhan Asset Management’s 'SOL AI Semiconductor TOP2 Plus ETF' surpassed KRW 350 billion in net assets within three weeks of listing, reflecting focused investor flows into leading domestic semiconductor stocks, notably SK Hynix and Samsung Electronics, supported by inflows from pension and institutional investors. Hana Asset Management has newly listed two ETFs focused on Samsung Electronics and SK Hynix, offering both equity-only and equity-bond hybrid versions to diversify investor options. Notably, the underlying index for one product is calculated by NICE P&I, increasing the weight of major semiconductor stocks and responding to the thematic growth trend in the ETF market.
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Hana Asset Management Lists Two New Semiconductor ETFs Including Bond-Mixed - SBS Biz[Provided by Hana Asset Management = Yonhap News] Hana Asset Management announced today (14th) that it has newly listed two ETFs (Exchange-Traded Funds) that invest in leading domestic semiconductor companies: '1QK Semiconductor TOP2+' and '1QK Semiconductor TOP2 Bond Mix 50'.
Samsung Active Asset Management Lists New KoAct Global AI Memory Semiconductor Active ETF - meconomynews.comSamsung Active Asset Management announced on the 14th that it would list a new KoAct Global AI Memory Semiconductor Active Exchange-Traded Fund (ETF). This ETF is characterized by its coverage of the entire global memory value chain, not just limited to leading domestic companies but also including the United States, Japan, and Taiwan. It incorporates comprehensive memory manufacturers (IDM) like Samsung Electronics, SK Hynix, Micron, as well as NAND-based storage companies like SanDisk, Kioxia, and Western Digital. A particularly noteworthy area is the semiconductor material, parts, and equipment sector. As of this year, the expansion investments, which had previously been focused on high-bandwidth memory (HBM), are shifting to general-purpose memory production.
Shinhan Asset Management's 'SOL AI Semiconductor TOP2 Plus' ETF Surpasses 350 Billion Won in Net Assets - Seoul Economic DailyShinhan Asset Management announced on the 14th that its 'SOL AI Semiconductor TOP2 Plus ETF' surpassed 350 billion won in net assets just three weeks after listing. According to the Korea Exchange, as of the previous day, the net assets of the SOL AI Semiconductor TOP2 Plus ETF amounted to 386.4 billion won. On the first day of listing last month on the 17th
Samsung Active Lists 'Global AI Memory Semiconductor Active' ETF - SBS BizSamsung Active Asset Management announced today (14th) that it will newly list the 'KoAct Global AI Memory Semiconductor Active' ETF, which invests in the entire global memory semiconductor value chain driven by AI proliferation. This ETF targets not only Korean representative companies but also the global memory value chain in countries like the USA, Japan, and Taiwan. Comprehensive memory giants like Samsung Electronics, SK Hynix, and Micron...
Investment in AI Memory Semiconductor Value Chain… Launch of Active ETF - E Today(Samsung Active Asset Management) Samsung Active Asset Management is launching 'KoAct Global AI Memory Semiconductor Act', investing in the global memory semiconductor value chain driven by the proliferation of artificial intelligence (AI).