ETF Growth Driven by AI Boom

Korean-listed ETFs concentrated on AI and semiconductor themes have expanded rapidly, with total net assets now surpassing the 65 trillion won mark. The growth reflects strong investor appetite for exposure to companies central to the AI supply chain, including chipmakers such as Samsung Electronics and SK hynix.

The products have moved from niche thematic offerings to mainstream portfolio staples, drawing sustained inflows as AI-related demand for memory chips and GPUs accelerates across global markets.

Investor Demand Reshapes ETF Landscape

The surge in net assets underscores how the AI investment wave has reshaped Korea's ETF market, with AI and semiconductor funds increasingly described as "investment must-haves" among retail and institutional participants alike.

Fund providers have continued to broaden their AI- and semiconductor-focused lineups to capture demand, though individual fund performance remains tied to the volatility of the underlying tech sector.

The claim that AI and semiconductor ETFs have become must-have investments with net assets exceeding 65 trillion won is Mostly True.