Shinhan Asset Management’s SOL AI Semiconductor TOP2 Plus ETF Surpasses 5 Trillion Won in Net Assets

Shinhan Asset Management’s “SOL AI Semiconductor TOP2 Plus” Exchange-Traded Fund (ETF) has surpassed 5 trillion won in net assets just three months after its listing, demonstrating an unparalleled growth trajectory in the domestic ETF market.

Launched on March 17, 2026, with an initial capital of 11 billion won, SOL AI Semiconductor TOP2 Plus has rapidly grown into a large-scale ETF, reaching the 5 trillion won mark in a short period thanks to explosive capital inflows. This pace is considered exceptional even within the Korean ETF market. The strong buying momentum from individual investors has been a key driver of this steep growth. According to the Korea Exchange, from its listing until June 2, the cumulative net purchases by individual investors reached 2.6579 trillion won. This is the highest figure among all ETFs listed in Korea since the beginning of the year.

The product is characterized by its design, which enables concentrated investment in major domestic semiconductor companies and key segments of the value chain. Centered on leading Korean semiconductor stocks such as Samsung Electronics and SK hynix, it also includes Samsung Electro-Mechanics and SK Square, thereby maximizing investment efficiency in AI memory industry beneficiaries.

In addition, the fund incorporates key semiconductor component companies that are gaining importance alongside the expansion of AI servers, such as substrate manufacturers and multilayer ceramic capacitor (MLCC) producers. By investing in major players within the AI semiconductor value chain—including Isu Petasys and LG Innotek—the ETF reflects not only demand for large-cap memory stocks but also the broader component and material demand driven by the spread of AI infrastructure.

Kim Junghyun, Head of ETF Business Group at Shinhan Asset Management, stated, “The fact that SOL AI Semiconductor TOP2 Plus has become the most popular ETF among individual investors this year is the result of strong interest in the AI semiconductor value chain coupled with the product’s competitiveness.” He added, “A portfolio centered on core companies such as Samsung Electronics, SK hynix, Samsung Electro-Mechanics, and SK Square is quickly absorbing domestic demand for AI semiconductor investments.” He further commented, “The expansion of AI demand is leading to structural growth across the semiconductor value chain—including high-bandwidth memory (HBM), high-performance memory, server substrates, and MLCCs—and SOL AI Semiconductor TOP2 Plus is a product that allows efficient investment in Korea’s leading AI semiconductor companies in line with these industry changes.”

This content was produced with the assistance of AI translation services.