Samsung Active Asset Management Lists 'KoAct Global AI Memory Semiconductor Active' ETF

by Kim Youngwon

Published 14 Apr.2026 09:00(KST)

Investing Across the Entire Global AI Memory Value Chain

Samsung Active Asset Management announced on April 14 that it will newly list the 'KoAct Global AI Memory Semiconductor Active' Exchange Traded Fund (ETF), which invests across the global memory semiconductor value chain in response to the spread of artificial intelligence (AI).

According to Samsung Active Asset Management, this ETF does not limit itself to leading Korean companies, but targets the entire global memory value chain, including the United States, Japan, and Taiwan. It covers not only comprehensive memory manufacturers (IDMs) such as Samsung Electronics, SK hynix, and Micron, but also NAND-based storage companies like SanDisk, Kioxia, and Western Digital.

Samsung Active Asset Management Lists 'KoAct Global AI Memory Semiconductor Active' ETF

Until now, AI investment has focused on specific components such as HBM (High Bandwidth Memory). However, as the AI inference market expands, demand is rising across all sectors, including server DDR5, eSSD, and HDD.

Furthermore, starting this year, capital expenditures that have been concentrated on HBM are expected to spread across general-purpose memory production facilities. As a result, Samsung Active Asset Management explained that performance momentum is anticipated for global equipment leaders such as ASML and Applied Materials (AMAT), as well as for global materials, parts, and equipment companies with core technologies.

In addition, this ETF is designed to proactively discover companies that will lead next-generation memory technologies beyond the current market leaders. This is because as AI technology advances, bottlenecks will occur that cannot be handled by existing memory architectures.

Heeduck Kim, Manager at Samsung Active Asset Management, stated, "With the expansion of the AI inference market, the entire memory spectrum-including HBM, DDR5, NAND, and HDD-has simultaneously entered a supply shortage phase. This ETF will be the optimal investment tool, carefully selecting only the essence of the global AI memory value chain, from materials, parts, and equipment to next-generation memory technologies that will shape the future, going beyond simple memory IDM investments."