Samsung Asset Management said on the 13th it will newly list the KODEX U.S. AI semiconductor TOP3 Plus exchange-traded fund (ETF). The ETF concentrates about 62% in the three leading U.S. artificial intelligence (AI) semiconductor corporations.
Specifically, it makes a compressed investment with about a 62% weight in Nvidia, TSMC, and Broadcom, which are leading the semiconductor industry. These are leading corporations that have secured advantageous positions in the graphics processing unit (GPU), foundry, and application-specific integrated circuit (ASIC) sectors, respectively, which are evaluated as essential elements of the AI semiconductor ecosystem.
Samsung Asset Management noted that AI Semiconductor has technical barriers to entry that make it difficult for competitors to emerge easily, so an investment strategy centered on leading corporations is advantageous.
Nvidia is rising beyond high-performance GPU chips for AI computing to become an AI platform corporation, and TSMC is the No. 1 corporation in the global foundry sector, leveraging know-how in ultra-fine process Production yield management and proprietary packaging innovations. Broadcom designs and supplies tensor processing units (TPUs) to Google and is a custom semiconductor specialist that helps other big tech corporations build ASICs, and is viewed as the biggest beneficiary from the expansion of Google TPU production.
In addition, it also invests in the AI semiconductor value chain, which moves in tandem with the AI industry and stock prices, including ▲AMD ▲Marvell ▲Micron ▲Rambus Inc. ▲SanDisk ▲Credo ▲ARM. By additionally investing in the core technology corporations of the AI semiconductor value chain, the strategy invests comprehensively in the growth potential of the entire AI semiconductor industry.
Manager Han Dong-hoon of Samsung Asset Management said, "AI Semiconductor, given the fast pace of development in the AI industry, tends to keep the No. 1 technology corporation growing, so it is advantageous to adopt a strategy of concentrating investment in the leading corporations."