Growth of Semiconductor ETFs: Changes and Outlook in the Domestic Market
With the volatility induced by leaders Samsung Electronics and SK Hynix, semiconductor-related ETFs have garnered interest. Samsung Electronics showed significant volatility peaking at 223,000 won, while SK Hynix rebounded after more than a 20% drop. The increase in demand for AI and HBM has driven up semiconductor-related stocks, and the KODEX AI Core Equipment ETF recorded over 200% returns last year, highlighting the increasing preference for focusing on semiconductor equipment stocks over direct investment in giants like Samsung and SK Hynix.
Several ETFs have surpassed 1 trillion won in net assets, showcasing robust growth. Shinhan Asset Management’s 'SOL AI Semiconductor Component ETF' and 'HANARO Fn K-Semiconductor ETF' recently achieved this milestone. The domestic ETF market’s total net assets increased to 387.6 trillion won, fueled by active fund movements in KOSDAQ and the introduction of new active ETFs. However, the rise in market volatility has led to increased ETF tracking errors, warranting caution among investors.
With the domestic stock market on a strong footing, the capital inflow into semiconductor-related ETFs is accelerating. Notably, the SOL AI Semiconductor Component ETF saw its assets grow from 460 billion won to over 500 billion won in just over two months, entering the 1 trillion won club. Similarly, KODEX200 ETF and TIGER U.S. S&P500 ETF also saw asset increases, reflecting the burgeoning interest among individual investors, which is further expanding the domestic ETF market.
Related ETF
Related News
As Samsung Electronics and SK Hynix Falter, Money Flows into 'Semiconductor Equipment and Materials ETF' - Financial NewsAs volatility in the domestic stock market, led by Samsung Electronics and SK Hynix, increases, semiconductor equipment and materials ETFs are emerging as an alternative. KODEX AI Semiconductor Core Equipment selects domestic semiconductor equipment companies seen as the biggest beneficiaries of the industry's growth for investment. Other ETFs place a high...
Related ETF
"Individual stocks are confusing, it's been a while since I switched"… Almost 80 ETFs in the '1 Trillion Won Net Asset Club' - Maeil BusinessDue to the strong stock market, the ETF market size is rapidly growing. The '1 Trillion Won Net Asset' items have increased by 12 this year, with 147 ETFs exceeding 50 billion won.
Related ETF
조선일보2026 3月 12
ETF Market Nears 400 Trillion Won in Net Assets... '1 Trillion Won Club' of 80 Close - Chosun IlboETF Market Nears 400 Trillion Won in Net Assets... 80 Close to Joining 1 Trillion Won Club. The net assets of the Shinhan Asset Management SOL AI Semiconductor Materials, Parts, and Equipment ETF, which invests in South Korean semiconductor materials, parts, and equipment companies, surpassed 1 trillion won on the 10th. At the beginning of this year, the net assets of this ETF were only 4600.
Related ETF