'TIGER US Philadelphia Semiconductor Nasdaq' ETF Surpasses 6 Trillion Won in Net Assets, Becomes Largest Overseas Theme-Based ETF in Korea

Ranked No. 1 in Net Assets Among Overseas Theme-Based ETFs Listed in Korea
Investing Across the Entire Semiconductor Value Chain

Mirae Asset Global Investments announced on July 28 that its "TIGER US Philadelphia Semiconductor Nasdaq" exchange-traded fund (ETF) has become the largest among overseas theme-based ETFs listed in Korea in terms of net assets.

According to the Korea Exchange, as of the previous day, the net assets of the "TIGER US Philadelphia Semiconductor Nasdaq" ETF stood at 6.0609 trillion won. This is the largest net asset size among overseas theme-based ETFs listed domestically. This trend is interpreted as a result of domestic investors concentrating long-term investment demand, as semiconductors have emerged as a key investment theme in global stock markets due to the expansion of the artificial intelligence (AI) industry and increased investment in data centers.

Individual investors also played a prominent role. More than half of the individual net purchases invested in US semiconductor ETFs listed domestically this year were focused on this ETF, with individual net purchases totaling 403 billion won since the beginning of the year. The strong representation of the Philadelphia Semiconductor Index and its broad basket of constituent stocks are seen as driving high interest from domestic investors.

The Philadelphia Semiconductor Index is a major global benchmark for the semiconductor industry, commonly referred to in the market by its English abbreviation, "SOX." It includes major companies across the semiconductor supply chain such as design, manufacturing, equipment, and memory, and is widely used as an indicator reflecting overall global market conditions. Its wide coverage spans AI semiconductor design firms such as NVIDIA, Broadcom, and AMD; foundries like TSMC; equipment manufacturers such as ASML, Applied Materials, Lam Research, and KLA; and memory players like Micron.

Outperforming broader market indexes has further fueled investor demand. The ETF's year-to-date return stood at 67.6% as of the previous day, surpassing the returns of both the S&P 500 Index and the Nasdaq 100 Index over the same period. The expanding investment in AI infrastructure and anticipation of an improved semiconductor business environment are seen as factors contributing to this strong performance, with broad semiconductor industry investment proving effective.

Kim Sangyul, Head of Global ETF Management Group at Mirae Asset Global Investments, stated, "The TIGER US Philadelphia Semiconductor Nasdaq ETF invests in the entire semiconductor value chain—from design to equipment, foundry, and memory—enabling broad exposure to growth benefits from the expansion of AI infrastructure. Unlike domestic semiconductor products that tend to focus on memory companies, the Philadelphia Semiconductor Index offers investors a diversified portfolio that covers leading global semiconductor companies, which is attracting renewed attention."

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