Nvidia weight fixed at 25%...Hana Asset Management lists U.S. AI semiconductor ETF

[Financial News] Hana Asset Management is launching an exchange-traded fund (ETF) that fixes Nvidia’s weighting at around 25% and focuses on 10 leading U.S. artificial intelligence (AI) semiconductor companies.
Hana Asset Management announced on the 19th that it will newly list the “1Q Nvidia-Fixed U.S. AI Semiconductor” ETF on the 20th.
The fund focuses on 10 AI semiconductor-related companies listed on U.S. stock exchanges, including Nvidia, TSMC, Broadcom Inc., AMD, Micron Technology, Inc. and Intel. Its portfolio fixes Nvidia, a leading AI semiconductor company, at around 25% while also allowing investors to participate in growth across the broader AI infrastructure sector.
As the AI revolution gathers pace, demand for semiconductors needed for AI infrastructure is rapidly expanding beyond graphics processing units (GPUs) to include central processing units (CPUs), memory and storage, application-specific integrated circuits (ASICs), and networking. In particular, as AI applications expand into “agentic AI,” which can make decisions, plan and act on its own, inference—which involves continuous computation during actual service delivery—is becoming increasingly important, in addition to model training.
The ETF tracks the “iSelect Nvidia-Fixed U.S. AI Semiconductor Index” as its benchmark. Unlike the existing Philadelphia Semiconductor Index (SOX), which comprises 30 stocks, it focuses on 10 key stocks closely associated with the AI semiconductor industry.
Kim Tae-woo, CEO of Hana Asset Management, said, “At data centers, a key part of the AI era’s core infrastructure, AI semiconductors are among the most important components.” He added, “With this product launch, we have broadened investors’ choices, enabling them to invest in the medium- to long-term growth of the U.S. AI semiconductor industry through pension accounts as well.”

[email protected] Seo Min-ji Reporter