DS Asset Management to List Its Second ETF, "DS AI Semiconductor Active," on the 13th

DS Asset Management is expanding its product lineup with the listing of its second active exchange-traded fund (ETF), which invests across the entire artificial intelligence (AI) semiconductor value chain, including companies in supporting infrastructure.

On the 12th, DS Asset Management said it would newly list the "DS AI Semiconductor Active" ETF on the Korea Exchange on the 13th. It is the asset manager's second ETF, following the "DS KOSDAQ Active" ETF, which was listed on July 14.

Unlike passive ETFs that simply track a benchmark index, this product seeks to outperform its benchmark and generate alpha by selecting stocks and adjusting their weightings based on the investment managers' company analysis.

A key feature is that the fund invests across the entire AI semiconductor industry rather than focusing on a specific subsector. As the subsectors driving the market shift rapidly over time, depending on factors such as high-bandwidth memory (HBM) supply and demand, bottlenecks in advanced packaging, and demand for computing semiconductors, the strategy is to swiftly adjust leading stocks and their weightings in response to changing market conditions. Its investment universe includes leading semiconductor companies such as Samsung Electronics and SK hynix, materials, parts, and equipment companies, as well as key supporting businesses in data centers and power infrastructure.

The fund applies the same investment approach proven with the first ETF. After initially building a portfolio focused on AI semiconductor materials, parts, and equipment companies, DS KOSDAQ Active has responded to market changes by flexibly expanding its investment scope to include substrates, testing, back-end processes, and advanced packaging. As a result, it posted a return of 23.01% in September (based on Korea Exchange data and excluding leveraged and inverse ETFs), ranking first across the entire domestic ETF market.

"The AI semiconductor industry is a market where leadership shifts rapidly, so the ability to adapt to change without being tied to a specific sector is key to performance," said Kim Seong-hoon, CEO of DS Asset Management. "We will extend the research-based active management approach demonstrated through DS KOSDAQ Active across the entire AI semiconductor sector and offer investors a differentiated option."

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