1-Month Return at 13%... Spotlight on KB Asset Management's "RISE Global AI NAND Memory Semiconductor"

Investing in Samsung, SK hynix, SanDisk, and Kioxia
Outlook for Expanding Demand for NAND Flash

‘RISE Global AI NAND Memory Semiconductor,’ Korea’s first global NAND memory value chain ETF launched by KB Asset Management, recorded a double-digit return just one month after listing.

As of September 28, the 1-month return for the RISE Global AI NAND Memory Semiconductor ETF stood at 13.67%, showing a clear upward trend since its launch on September 1.

As the volume of data generated and processed by artificial intelligence (AI) has surged, demand for enterprise solid-state drives (SSDs) and NAND memory used to store this data has also increased. The rapid expansion of AI data centers is especially driving growth in the role of enterprise SSDs capable of storing large volumes of data, highlighting the importance of NAND memory.

NAND memory prices are also rising. According to the market research firm TrendForce, the average price for a standard 128GB NAND flash product in July was $30.1, up 4.3% from the previous month. This marks 19 consecutive months of price increases.

The RISE Global AI NAND Memory Semiconductor ETF invests in ten core stocks with high relevance to AI, NAND flash, and memory semiconductors listed on the stock exchanges in Korea, the United States, and Japan. The major holdings are Samsung Electronics (19.3%), SK hynix (18.5%), SanDisk (18.3%), Kioxia Holdings (12.4%), Micron Technology (11.8%), Lam Research (6.4%), Marvell Technology (3.8%), Seagate Technology (3.4%), Western Digital (2.6%), and Tokyo Electron (2.4%).

Yook Donghwi, Head of ETF Product Marketing at KB Asset Management, stated, “With AI-generated data increasing explosively, it is necessary to pay attention not only to the expansion of AI data centers but also to the growth of enterprise SSDs and NAND memory. Through the RISE Global AI NAND Memory Semiconductor ETF, investors can make broad investments in the global NAND value chain, from Samsung Electronics and SK hynix to SanDisk and Kioxia.”

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