According to Hanhwa Asset Management, on September 23, the company launched three new PLUS ETFs designed to provide exposure to companies exclusively specialized in semiconductors: PLUS Global HBM Semiconductor ETF, PLUS Korea HBM Semiconductor ETF, and PLUS AI Semiconductor Materials Active ETF. The funds exclude large semiconductor-related companies that carry out significant activities in non-semiconductor sectors, such as Samsung Electro-Mechanics and SK Square, so that portfolio performance directly reflects the dynamics of the semiconductor cycle, without dilution from unrelated activities.
The Global HBM product allocates about 80% to memory leaders Samsung Electronics, SK hynix, and Micron Technology, as well as SanDisk, with the remainder invested in semiconductor equipment manufacturers. The Korea HBM ETF invests 50% in Samsung Electronics and SK hynix, with the remaining 50% allocated to domestic suppliers of semiconductor materials and components. The AI Semiconductor Materials Active ETF focuses 100% on domestic suppliers, allowing fund managers to adjust exposure between upstream and downstream processes based on their assessment of the production cycle.
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The Global HBM product allocates about 80% to memory leaders Samsung Electronics, SK hynix, and Micron Technology, as well as SanDisk, with the remainder invested in semiconductor equipment manufacturers. The Korea HBM ETF invests 50% in Samsung Electronics and SK hynix, with the remaining 50% allocated to domestic suppliers of semiconductor materials and components. The AI Semiconductor Materials Active ETF focuses 100% on domestic suppliers, allowing fund managers to adjust exposure between upstream and downstream processes based on their assessment of the production cycle.
$SKHYNIX
$SAMSUNG
$SKHY