Samsung Active Asset Management Lists 'KoAct US Robotics Physical AI Active' ETF

Investing Across the Entire Physical AI Industry
Timely Response to Upcoming Unlisted IPOs

Samsung Active Asset Management newly listed the 'KoAct US Robotics Physical AI Active' Exchange Traded Fund (ETF) on April 28, which invests across the entire US robotics industry and physical artificial intelligence (AI) value chain.

Physical AI refers to a combination of AI software, which functions as the "brain," and robotic hardware, which serves as the "body." This segment accounts for about 25% of the entire humanoid market. In reality, the scope of physical AI is rapidly expanding to include autonomous mobility, logistics robots, medical robots, drones, and smart glasses. According to the securities industry, the physical AI market is expected to grow from approximately 900 million dollars in 2024 to 2 trillion dollars by 2035, representing nearly 2,000-fold growth.

This ETF is an active ETF that invests 100% in the physical AI industry, and plans to quickly capture changes in physical AI technology trends and leading companies in the industry to manage its portfolio. The strategy is to focus investment on key companies across all platforms where AI realizes actual physical movement, without limiting itself to specific types of robots.

In particular, leading unlisted companies driving the advancement of physical AI technology—such as Boston Dynamics, Figure AI, Anduril, Anthropic, and OpenAI—are set to go public in large numbers this year and next. A representative from Samsung Active Asset Management explained, "A strategy that leverages this related momentum is also considered promising," adding, "Given the nature of active ETFs, it is possible to include these companies in the portfolio on the very day they are listed."

Hee Chang Yang, portfolio manager at Samsung Active Asset Management, stated, "Currently, major companies are putting everything on the line to secure physical data ahead of the announcement of 'general-purpose robot control technology.' As Jensen Huang, CEO of Nvidia, mentioned that the 'ChatGPT moment' is coming for the robotics industry, we will focus our investment capabilities on proactively identifying companies driving the popularization of physical AI to achieve excess returns."

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