Mirae Asset Global Investments announced on the 3rd that its TIGER Semiconductor TOP10 exchange-traded fund (ETF) has surpassed ₩1 trillion in net purchases by individual investors since the beginning of the year.
According to the Korea Exchange, as of the closing price on the 27th of last month, net purchases by individual investors in the TIGER Semiconductor TOP10 ETF totaled ₩1.2604 trillion year-to-date. The fund's net assets stand at ₩7.152 trillion, making it the largest thematic equity ETF listed in South Korea.
The TIGER Semiconductor TOP10 ETF invests in 10 core stocks representing South Korea's semiconductor industry. SK Hynix (29.98%) and Samsung Electronics (25.64%) account for more than half of the portfolio, meaning the fund's performance directly reflects price movements in major domestic semiconductor stocks. The fund also selectively includes key component, material, and equipment companies such as Hanmi Semiconductor, LEENO Industrial, and Wonik IPS, creating a portfolio centered on competitive companies across the entire semiconductor value chain.
South Korea's semiconductor market is reflecting expectations of an industry recovery driven by surging memory prices and expanding artificial intelligence (AI) demand. The combined operating profit of Samsung Electronics and SK Hynix is projected to reach approximately ₩300 trillion this year. Riding this momentum, the ETF has gained 79.46% year-to-date, outperforming the KOSPI index (48.17%), and has posted a cumulative return of 286.36% since its listing in August 2021.
"We are seeing structural demand growth for memory semiconductors driven by the spread of AI," said Jeong Eui-hyun, Head of ETF Management at Mirae Asset Global Investments. "The TIGER Semiconductor TOP10 ETF, with its concentrated investment in Samsung Electronics and SK Hynix, will be an effective product for capturing the benefits of this semiconductor super cycle."