Retail investors buy 5.8 billion won on listing day... SOL Global DRAM Semiconductor Plus ranks No. 1 among second-half semiconductor ETFs

[Financial News] An exchange-traded fund (ETF) focused on global memory companies such as Samsung Electronics, SK hynix and Micron Technology, Inc. attracted more money from individual investors on its first day of listing than any other newly listed semiconductor ETF in the second half. Its appeal to investors is also thought to stem from the opportunity to invest in the global memory industry through pension accounts.
Shinhan Asset Management announced on the 8th that the SOL Global DRAM Semiconductor Plus ETF ranked first in net purchases by individual investors on its listing day among semiconductor ETFs newly listed in the second half of this year.
According to the Korea Exchange, individual investors made net purchases of approximately 5.8 billion won in the product on its listing day, the previous day. This was the largest amount on the first day among the eight semiconductor ETFs newly listed on the domestic stock market in the second half of this year. Shinhan Asset Management said that approximately 11 billion won flowed into the ETF when purchases through retirement pension accounts were included.
The SOL Global DRAM Semiconductor Plus ETF invests primarily in leading global DRAM companies, including Samsung Electronics, SK hynix and US-based Micron Technology, Inc. It extends the domestic semiconductor investment strategy of the SOL AI Semiconductor TOP2 Plus ETF, launched in the first half of this year, to global markets, bringing together memory manufacturers as well as storage and equipment companies in Korea, the US and Japan.
The portfolio consists of 10 holdings. At each periodic rebalancing of the underlying index, 25% is allocated to each of Samsung Electronics, SK hynix and Micron, bringing the combined weighting of the three DRAM companies to around 75%. The remaining investments include NAND flash manufacturers SanDisk Corporation and KIOXIA Corporation; data storage companies Seagate Technology and WDC; and semiconductor equipment companies Applied Materials, Inc., Lam Research and KLA Corporation (KLA).
The portfolio reflects a trend toward a broader investment scope as AI model training and inference expand—not only to high-bandwidth memory (HBM) and server DRAM, but also to data-center solid-state drives (SSDs) and high-capacity hard disk drives (HDDs).
Kim Jeong-hyeon, head of the ETF Business Group at Shinhan Asset Management, said, “After the SOL AI Semiconductor TOP2 Plus grew amid strong interest from individual investors in the first half, the SOL Global DRAM Semiconductor Plus saw investor demand from its very first day of listing in the second half. It will offer a new option for investors looking to expand their memory semiconductor investments to key overseas companies such as Micron Technology, Inc.”
Kim added, “A key strength is that investors can also invest in key global memory companies such as Samsung Electronics, SK hynix and Micron through pension savings and retirement pension DC and IRP accounts.”

[email protected] Bae Han-geul Reporter