Samsung Asset Management to List New "KODEX US CPU Semiconductor TOP10" ETF

Focused Investments in CPUs Leading the AI Agent Era
Each of ARM, AMD, and Intel Allocated 25%

Samsung Asset Management announced on August 4 that it will newly list the "KODEX US CPU Semiconductor TOP10" exchange-traded fund (ETF), focusing on CPU companies emerging as a core part of the global artificial intelligence (AI) industry.

This ETF makes concentrated investments in the three leading global CPU companies—ARM, AMD, and Intel. The benchmark index is the "Indxx US CPU Semiconductor TOP10," which consists of a total of 10 stocks: U.S.-listed common stocks or ADRs with a market capitalization of at least USD 10 billion and an average daily trading value of over USD 10 million over the past three months.

The ETF will allocate at least 25% of its holdings to each of ARM, AMD, and Intel. In addition, the portfolio will include companies belonging to the CPU value chain, such as Qualcomm, Marvell Technology, Navitas Semiconductor, and Cadence Design Systems.

Until now, the AI industry has been driven by GPUs (graphics processing units), led by Nvidia. However, as the era of AI agents has arrived, the significance of "orchestration" functions—distributing and managing the tasks performed by GPUs—has come to the fore. This has generated increased demand for CPUs, with global big tech companies fiercely competing to secure high-performance CPU supplies.

Jensen Huang, CEO of Nvidia, announced plans to develop the next-generation CPU "Vera" and strengthen Nvidia’s position in the CPU segment at the GTC 2026 event held in March. Google is gradually applying its in-house developed CPU "Axion" to its data centers, while Microsoft has unveiled its cloud CPU "Azure Cobalt 200," tailored for agentic AI. ARM, in partnership with Meta, also launched its first-ever data center-dedicated CPU, "Arm AGI CPU," marking the company’s first proprietary server CPU in its 35-year history.

Chunheung Kim, a manager at Samsung Asset Management, explained, "In the era of AI agents, the role of CPUs—which coordinate entire systems and control the flow of data and work—will become increasingly prominent. Demand to secure these CPUs is expected to continue rising in the future."

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