Mirae Asset Global Investments will roll out an exchange-traded fund (ETF) that invests in domestic Humanoid Robot corporations. With the era of "physical AI," in which artificial intelligence (AI) expands into the physical world, approaching, the company judged that Korean corporations will emerge as key beneficiaries amid the U.S.-led reorganization of the Humanoid Robot supply chain.
Mirae Asset Global Investments said on the 5th that it will launch the "TIGER Korea Humanoid Robot Industry" ETF on the 6th. A webinar held that day introduced the medium- to long-term outlook for the Humanoid Robot industry and the investment strategy for the ETF.
Mirae Asset Global Investments said that if 2025 was the year of AI, semiconductors and infrastructure build-out, then 2026 will be the era of "physical AI," in which AI directly intervenes in the physical world.
In particular, the analysis is that the competitiveness of Korean corporations is standing out amid the trend of global supply chain reorganization. While the United States has strengths in integrated systems such as AI, GPUs and software, the core components and manufacturing supply chain needed for Humanoid Robots are highly dependent on overseas sources.
Jeong Ui-hyeon, head of ETF management at Mirae Asset Global Investments, said, "Korea is highly likely to become a major beneficiary in the process of building a Humanoid Robot supply chain centered on allied countries that reduces dependence on China."
Government policy is also supportive. Jeong said, "The government plans to inject more than 32 trillion won into the robot industry over five years," adding, "In step with this, major conglomerates such as Samsung–Rainbow Robotics, Hyundai Motor–Boston Dynamics, and LG–ROBOTIS are accelerating Humanoid investments through mergers and acquisitions and partnerships to cut labor costs and find new growth engines."
The ETF divides the robot industry into three pillars—▲core components ▲robot manufacturing ▲software and control—and invests evenly. It focuses on corporations with high relevance to the Humanoid industry, such as ROBOTIS, SPG, Rainbow Robotics and Hyundai AutoEver.
Jeong said, "Unlike existing robot ETFs, we excluded or minimized general IT platform corporations with minimal Humanoid exposure," adding, "We can focus on pure corporations that generate immediate revenue when robots are sold."