Samsung Asset Management's Samsung Semiconductor ETF Series Surpasses 1 Trillion KRW in Net Assets

Samsung Asset Management announced on the 26th that the total net assets of the six KODEX Semiconductor series have surpassed 1 trillion KRW. Recently, a global AI semiconductor boom has driven the U.S. stock market to reach all-time highs. Since the beginning of this year, the net assets of Samsung's semiconductor ETF series have surged by 105.3 billion KRW, reaching 1.426 trillion KRW.

Samsung Asset Management offers a lineup of six products that invest broadly in the domestic and international semiconductor industries, including the representative domestic semiconductor ETF KODEX Semiconductor, AI semiconductors, and system semiconductors.

KODEX Semiconductor, the first domestic semiconductor ETF listed in 2006, invests in leading Korean semiconductor companies such as Samsung Electronics and SK Hynix. Since the beginning of the year, net purchases by institutional investors, including 12.3 billion KRW from insurance companies and 13.4 billion KRW from banks, have pushed net assets beyond 700 billion KRW.

The KODEX AI Semiconductor Core Equipment ETF, listed in November last year, focuses on companies related to high-bandwidth memory (HBM) equipment and on-device AI companies, known as the "future in your hand." It has recorded the best performance among semiconductor materials, parts, and equipment ETFs. Since the start of the year, it has posted a 3.77% return with net purchases of 6.6 billion KRW by individual investors.

There are also products that invest in the U.S. and Asian semiconductor markets. Through KODEX U.S. Semiconductor MV, KODEX Asia Semiconductor Supply Chain ex-China Active, and KODEX Korea-China Semiconductor (Synthetic), investors can invest in overseas semiconductor industries without the inconvenience of time differences or currency exchange.

The MV U.S. Semiconductor 25 Index, the underlying index of KODEX U.S. Semiconductor MV, has a high weighting in Nvidia, reflecting the growth of AI semiconductors. In fact, the MV U.S. Semiconductor 25 Index has outperformed the Philadelphia Semiconductor Index, a comprehensive semiconductor index widely referenced by domestic investors, by 2.94 percentage points since the beginning of the year.

Lee Daehwan, manager of Samsung Asset Management’s ETF Operation Team 3, explained, "Samsung Asset Management provides a 'comprehensive semiconductor investment solution' that meets diverse investor needs through its domestic and international semiconductor ETF lineup." He added, "Domestic and international semiconductor companies are the biggest beneficiaries of the AI industry. This trend is not a short-term issue but a megatrend, and this year is expected to be the year of semiconductors."

This content was produced with the assistance of AI translation services.