Mirae Asset Global Investments' TIGER Semiconductor TOP10 ETF Surpasses 8 Trillion Won in Net Assets

Mirae Asset Global Investments announced on March 18 that the net asset value (NAV) of the 'TIGER Semiconductor TOP10' exchange-traded fund (ETF) has surpassed 8 trillion won.

According to the Korea Exchange, the NAV of the TIGER Semiconductor TOP10 ETF stood at 8.1543 trillion won as of the closing price on the 17th. This marks the largest scale among domestic equity-themed ETFs. As demand for artificial intelligence (AI) rapidly expands from 'training' to 'inference,' demand for memory semiconductors is increasing swiftly. Consequently, interest in semiconductor investment has grown, and the NAV of the ETF has risen from 2.8 trillion won at the end of 2025 to around 8 trillion won, representing an increase of approximately 5 trillion won.

The TIGER Semiconductor TOP10 ETF invests in ten leading domestic semiconductor companies, including Samsung Electronics and SK hynix, which have been driving this year’s stock market rally with portfolio allocations of 24.8% and 29.6% respectively. Notably, among domestic equity-based semiconductor ETFs, this ETF allocates the highest proportions to Samsung Electronics and SK hynix, both of which are leading the upward trend in the Korean stock market.

NVIDIA is expected to unveil its next-generation accelerator 'Vera Rubin' and a dedicated inference chip at 'GTC 2026,' outlining its blueprint for AI ecosystem expansion. Accordingly, there is growing interest in key partners Samsung Electronics and SK hynix. In particular, the Vera Rubin will be equipped with sixth-generation high bandwidth memory (HBM4), highlighting the next-generation memory competitiveness of both companies.

Hyun Jeong, Head of ETF Management Division at Mirae Asset Global Investments, stated, "At this year's GTC, CEO Jensen Huang emphasized the core keyword of 'AI agents.' As the era of AI agents takes off, memory semiconductors are becoming the core infrastructure of the AI industry," he said. He added, "The TIGER Semiconductor TOP10 ETF is a product that allows investors to invest in Korea's leading semiconductor companies, with a focus on Samsung Electronics and SK hynix."

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