by Song Hwajung
Published 27 Apr.2026 09:09(KST)
The 'TIGER 200 IT' Exchange Traded Fund (ETF) by Mirae Asset Global Investments has surpassed KRW 1 trillion in net assets, solidifying its position as a leading product investing across the Korean IT ecosystem. Rather than focusing solely on the semiconductor sector, the ETF employs a strategy that encompasses the entire IT value chain expected to benefit from the expansion of artificial intelligence (AI) infrastructure, which has resonated with investors.
On April 27, Mirae Asset Global Investments announced that, based on the closing price on April 24, the net assets of the TIGER 200 IT ETF reached KRW 1.1339 trillion.
This product has demonstrated outstanding performance, recording a high return of 89.86% so far this year. The ETF is structured to invest intensively in 15 key IT companies included in the KOSPI 200 index. The main components are SK hynix (22.10%) and Samsung Electronics (19.82%), which are leading the high bandwidth memory (HBM) sector, followed by Samsung Electro-Mechanics (11.56%), Samsung SDI (10.27%), and Isu Petasys (2.21%). This portfolio covers a wide range of industries, including multilayer ceramic capacitors (MLCC), multi-layer boards (MLB), and energy storage system (ESS) batteries, all of which are experiencing surging demand due to the recent expansion of AI servers.
The recent 'CES 2026', the world’s largest electronics and IT exhibition, has further heightened global market interest in AI hardware and infrastructure, led by 'Physical AI', adding to the ETF's investment appeal. Rather than concentrating solely on specific semiconductor stocks, investors are flocking to the ETF to benefit from the growth of the broader AI infrastructure ecosystem.
Jung Hyun Jeong, Head of ETF Management at Mirae Asset Global Investments, stated, "The market has entered a new growth phase where AI infrastructure is expanding beyond a simple semiconductor cycle to devices and the entire industry. The TIGER 200 IT ETF is structured to cover everything from HBM to substrates and batteries, making it a product that enables investment across the entire domestic IT ecosystem."
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