Semiconductor & AI ETFs Lead Market Gains Amid Global Trends
Last week, semiconductor-focused ETFs in Korea posted significant gains, driven by renewed momentum in artificial intelligence and positive earnings expectations from major corporations. Notably, Mirae Asset's 'TIGER 200IT Leverage' ETF delivered a 14.66% return, with funds centered around Samsung Electronics and SK Hynix also performing strongly. The rally in semiconductor stocks is attributed to upward revisions in KOSPI earnings forecasts and anticipations of enhanced shareholder returns. Additionally, nuclear energy-related ETFs also achieved impressive results amid heightened energy risks.
Top 10% of retirement pension investors have concentrated their holdings in sectoral and index-tracking ETFs such as 'TIGER Semiconductor TOP10', 'TIGER 200', and 'KODEX 200', while global Tesla value-chain ETFs also remained popular. This trend underscores continued confidence in the growth prospects of semiconductors and technology stocks, even amid external uncertainties.
Meanwhile, Chinese AI-related ETFs are experiencing a strong surge. Samsung Asset Management's 'KODEX China AI Tech Active' ETF generated nearly a 27% return since the start of the year, buoyed by government policy support for AI advancement and growing interest from young Generation Z investors. However, heightened geopolitical risks, including the Ukraine-Iran conflict, have also increased market volatility, warranting caution.
In this environment, the launch of Hanwha Asset Management’s new ETF targeting core manufacturing companies reflects expectations that Korean firms will benefit from global supply chain realignments and manufacturing rivalry. Overall, ETFs focused on semiconductors, AI, and new energy themes stand out in recent performance within the Korean market.
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