Korean Semiconductor and IT ETFs Experience Surge in Assets and Outstanding Returns
Recently, semiconductor and IT-focused ETFs have been leading the South Korean ETF market. The 'HANARO Fn K-Semiconductor ETF' from NH-Amundi Asset Management surpassed KRW 2 trillion in assets, investing in 20 major domestic semiconductor firms, with Samsung Electronics, SK Hynix, and Samsung Electro-Mechanics as key holdings. The ETF achieved an impressive 109.06% return so far this year, largely driven by surging demand for high-bandwidth memory (HBM) and package substrates amid the expansion of AI data centers. Increased AI infrastructure investment and robust earnings—such as Samsung Electronics’ first-quarter profit—are major factors behind its rapid asset growth and market-beating performance.
Meanwhile, Mirae Asset's 'TIGER 200 IT ETF' exceeded KRW 1 trillion in assets, underscoring its strong market presence. Diversifying beyond semiconductors, this ETF invests across the IT value chain—including substrates, MLCCs, and energy storage systems (ESS)—to capture the benefits of AI infrastructure expansion. With a year-to-date return of 89.86%, its strategy of broad industry exposure and risk diversification has resonated well amid heightened interest in AI hardware and infrastructure. Strong asset inflows have supported the ETF's ability to maintain high performance.
Additionally, Hyundai Asset Management's 'UNICORN SK Hynix Value Chain Active ETF' posted a remarkable 368.56% return over the past year. By focusing on the SK Hynix value chain, particularly materials, parts, and equipment suppliers (‘so-bu-jang’ companies), the fund capitalized on the recovery of memory market conditions and global AI investment trends. As a result, there are rising expectations for a structural re-rating of domestic semiconductor equities and related ETFs.
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'TIGER 200 IT ETF' Surpasses 1 Trillion Won... Investment in IT Ecosystem Riding on AI Infrastructure - Metro NewspaperRiding the wave of AI infrastructure expansion, an ETF investing across the domestic IT value chain is rapidly growing in size. Mirae Asset Global Investment's 'TIGER 200 IT ETF' has surpassed 1 trillion won in net assets, adopting a strategy of diversified investments across the industrial ecosystem, including not just semiconductors but also PCBs, MLCCs, and batteries.
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Mirae Asset, 'TIGER 200 IT' ETF Surpasses 1 Trillion Won in Net Assets - Whitepaper[Whitepaper=Reported by Go Soo-ah] Mirae Asset Global Investments announced on the 27th that the net assets of the 'TIGER 200 IT ETF (139260)', which invests in the overall IT ecosystem of South Korea, has surpassed 1 trillion won. According to the Korea Exchange, as of the closing price on the 24th, the net assets of 'TIGER 200 IT ETF' were 1 trillion 133.9 billion won, and it recorded a year-to-date (YTD) return of 89.86%. This is analyzed as being due to an investment strategy that goes beyond just semiconductor-focused investments, diversifying across the entire IT value chain including substrates, MLCC, and ESS, which are expected to benefit from the expansion of AI infrastructure.
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NH-Amundi Asset Management's 'Fn K-Semiconductor' ETF Surpasses 2 Trillion KRW in Net Assets - SBSBiz[Provided by NH-Amundi Asset Management via Yonhap News] NH-Amundi Asset Management announced today (27th) that the net assets of the 'HANARO Fn K-Semiconductor' ETF, which invests in key stocks of the domestic semiconductor industry, have surpassed 2 trillion KRW. According to the Korea Exchange, as of the 21st, the net assets of the 'HANARO Fn K-Semiconductor' ETF stood at 2 trillion 46 billion KRW…
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"Beyond Semiconductors to AI Infrastructure" Mirae Asset, 'TIGER 200 IT' Net Assets Surpass 1 Trillion Won - edaily.co.krMirae Asset Global Investments announced on the 27th that the net assets of the 'TIGER 200 IT' Exchange-Traded Fund (ETF), which invests in the overall South Korean IT ecosystem, have surpassed 1 trillion won. (Source: Mirae Asset Global Investments) According to the Korea Exchange, as of the closing price on the 24th, the net assets of 'TIGER 200 IT' amount to 1 trillion 13...
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NH-Amundi 'HANARO K-Semiconductor ETF' exceeds 2 trillion in net assets - Financial NewsWith the accelerated investment in AI data centers by global big tech, demand for high bandwidth memory and package substrates is rapidly expanding. Riding this wave, a domestic semiconductor ETF has surpassed 2 trillion in net assets. NH-Amundi Asset Management invests in core stocks of the domestic semiconductor industry with 'HANARO Fn K-'..
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Riding on SK Hynix Leads to 368% Returns in a Year... Hyundai Asset Management "Top Performance in Active ETF" - Financial NewsIn the domestic equity-style active exchange-traded fund market, Hyundai Asset Management's 'UNICORN SK Hynix Value Chain Active ETF' has been recorded as showing the most notable performance. The increase in AI investments by global big tech and the recovery of the memory market have corresponded with a rise in SK Hynix and SK Square's stock prices, thereby...
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Beyond Semiconductors to AI Infrastructure... Mirae Asset's 'TIGER 200 IT' Surpasses 1 Trillion Won in Net Assets - Herald Economy[Herald Economy=Jeong Yun-hee, Reporter] In the process of expanding artificial intelligence (AI) infrastructure, demand is high for ETFs that invest not only in simple semiconductor stocks but also throughout the entire AI industry ecosystem.
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NH-Amundi K-Semiconductor ETF Surpasses 2 Trillion Won in Net Assets - NewsPim[Seoul=NewsPim] Reporter Yang Tae-hoon = NH-Amundi Asset Management's 'HANARO Fn K-Semiconductor ETF' has surpassed 2 trillion won in net assets. According to the Korea Exchange, as of the 21st, the net assets of the HANARO Fn K-Semiconductor ETF (exchange-traded fund) were tallied at 2.044 trillion won.
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HANARO K-Semiconductor ETF Surpasses 2 Trillion Won in Net Assets, Doubles in Three Months - edaily.co.krWith the expansion of artificial intelligence (AI) infrastructure investment and expectations of a semiconductor industry recovery, funds are rapidly flowing into domestic semiconductor exchange-traded funds (ETFs). NH Amundi Asset Management announced that the net asset value of the 'HANARO Fn K-Semiconductor ETF', which invests in key domestic semiconductor stocks, has exceeded 2 trillion won as of the 27th...
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