Samsung Electronics and SK Hynix-Focused ETFs Draw Massive Global Investment
In the US ETF market, the 'Roundhill Memory' ETF—heavily weighted towards Samsung Electronics and SK Hynix—has attracted over $1 billion (approximately KRW 1.5 trillion) in assets within just two weeks of its launch. Allocating more than half of its capital to these two giants, the ETF is experiencing rapid growth, fueled by the AI infrastructure boom and ongoing memory semiconductor shortages. Major outlets like The Wall Street Journal have recognized this as an unprecedented achievement for a small asset management firm, with the ETF’s popularity growing organically with minimal marketing.
In Korea's ETF market, competition is intensifying as mixed bond-equity ETFs that include Samsung Electronics and SK Hynix continue to launch. Both the 'RISE Samsung Electronics SK Hynix Bond Mixed 50' and 'KODEX Samsung Electronics SK Hynix Bond Mixed 50' ETFs have amassed KRW 1 trillion and KRW 559.9 billion in assets, respectively, in just two weeks. These ETFs invest up to 25% in each company and 50% in high-quality domestic bonds, aiming to balance growth potential with portfolio stability. Their structure, allowing 100% inclusion in retirement accounts and offering interim distributions, is generating strong appeal in the pension market.
Additionally, next month will see the introduction of 16 single-stock leveraged and inverse ETFs based on Samsung Electronics and SK Hynix. This wave of ETF launches, characterized by ultra-low fees, is expected to spur further industry competition. However, concerns are rising around increased buy-side pressure on the underlying stocks, as well as heightened market volatility and investment risk. Overall, these developments underscore the rising global and domestic prominence of Korea’s semiconductor leaders in the ETF landscape.
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