Hanwha Asset Management Co., Ltd. Lists Two Semiconductor ETFs Including HBM Leaders and Materials, Parts, and Equipment Companies

[Financial News] Hanwha Asset Management Co., Ltd. is launching two exchange-traded funds (ETFs) that invest in leading HBM (High Bandwidth Memory) companies such as Samsung Electronics Co., Ltd. and SK hynix, as well as semiconductor materials, components, and equipment companies expected to benefit from increased capital investment.
Hanwha Asset Management Co., Ltd. announced on the 15th that it will list the 'Hanwha PLUS Global HBM Semiconductor ETF' and the 'PLUS AI Semiconductor Materials & Components Active ETF'.
The Hanwha PLUS Global HBM Semiconductor ETF invests approximately 50% in Samsung Electronics Co., Ltd. and SK hynix, which together account for 80% of the global HBM market share. The remaining half is invested in eight semiconductor materials, parts, and equipment stocks, including PSK Inc., VM Inc., TES, WONIK IPS Co., Ltd., SIMMTECH Co., Ltd., ILSUNG, ISU Petasys, and Daeduck Electronics Co., Ltd.
It is a structure that encompasses a flow where the expansion of demand for AI and HBM leads to capital investment by memory manufacturers to increase production capacity, which in turn spreads to increased demand for materials, parts, and equipment companies, including front-end process equipment, packaging and testing, and components and substrates.
The PLUS AI Semiconductor Materials & Components Active ETF is an active product in which fund managers directly select semiconductor materials, components, and equipment companies and adjust their weightings. Investment stocks are selected by analyzing client capital expenditures (CAPEX), equipment orders, mass production schedules, and the adoption of new technologies, while considering order backlogs, earnings outlooks, and valuations.
Major investment companies include ISU Petasys, Intekplus Co. Ltd., Doosan Group, ISC, LB Semicon, TES, D I Corp, PSK HOLDINGS INC., SIMMTECH Co., Ltd., and Hansol Chemical Co., Ltd.
Hanwha Asset Management Co., Ltd. anticipates that benefits will spread to materials, parts, and equipment companies as large-scale facility investments by Samsung Electronics Co., Ltd. and SK hynix begin in earnest. Samsung Electronics Co., Ltd. has announced plans to invest over 110 trillion won in facilities and R&D this year, while SK hynix has announced plans to invest approximately 54.3 trillion won, including Yongin Y2 and Cheongju M17.
"Geum Jeong-seop, Head of the ETF Business Division at Hanwha Asset Management Co., Ltd., stated, 'The benefits of the memory upcycle are expected to be reflected first in leading stocks and then sequentially spread to materials, parts, and equipment companies as capital investments are executed.' We have prepared these two products together to capture the center of the cycle with the Hanwha PLUS Global HBM Semiconductor ETF and the phase of expanding capital investments with the PLUS AI Semiconductor Materials & Components Active ETF." 

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