'TIGER Hyundai Motor LG Electronics Fixed Physical AI Value Chain' ETF Newly Listed

25% Allocation Each to Hyundai Motor Group and LG Electronics
Investing in Korea’s Physical AI Value Chain: Parts, Sensors, and Robots

Mirae Asset Global Investments announced on September 22 that it has newly listed the “TIGER Hyundai Motor LG Electronics Fixed Physical AI Value Chain” Exchange Traded Fund (ETF) on the Korea Exchange. This ETF invests in leading domestic companies in the fields of humanoids and robotics.

This product allocates 25% each to Hyundai Motor Group and LG Electronics, both of which represent Korea’s robotics industry, as fixed constituents. In addition, the investment scope is expanded to include their partner companies as well as domestic robotics specialists. Besides Hyundai Motor Group and LG Electronics, up to 13 additional value chain stocks can be included, allowing investment across the entire physical AI value chain—from key components such as parts and sensors, to robot manufacturing, and actual industrial implementation.

Physical AI refers to technologies in which artificial intelligence is implemented through physical entities such as robots, going beyond mere software applications. According to research reports from domestic securities firms, the global cumulative sales volume of humanoids is projected to grow at an average annual rate of 67.7%, reaching approximately 2.635 million units by 2035.

In particular, as actuators (drive systems) account for a large portion of humanoid production costs, interest is growing in companies equipped with hardware manufacturing competence and mass production capabilities for actual product realization. In Korea, as the government has identified physical AI as one of its three key mega-projects—alongside semiconductors and AI data centers—and is actively fostering the related industry, the technological competitiveness and field deployment capabilities of domestic manufacturers are gaining importance. Within Korea, Hyundai Motor Group and LG Electronics, both possessing such manufacturing capabilities, are expanding their physical AI-related businesses.

Hyundai Motor Group’s strength lies in its manufacturing site infrastructure leveraging complete vehicle production facilities, vehicle data, robotics hardware, and AI infrastructure. Affiliated companies such as Boston Dynamics—which developed the humanoid robot “Atlas”—Hyundai Mobis, and Hyundai Autoever are broadening related businesses spanning robot parts and software.

LG Electronics is expanding its robotics business with a focus on home appliances and smart homes. At CES 2026, it unveiled the household AI robot “Cloi D.” The company is also developing actuator technology, a key component for robot joints.

Jung Hui-hyun, Head of ETF Management at Mirae Asset Global Investments, stated, “Physical AI is moving beyond the research phase and is entering a stage where it is being applied to real-world industrial settings. The TIGER Hyundai Motor LG Electronics Fixed Physical AI Value Chain ETF was designed to consolidate, within a single product, the growth potential of the physical AI industry by concentrating on domestic companies capable of actual robot development, manufacturing, and on-site application.”

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