Hanwha Asset Management Lists Two ETFs Tracking HBM, AI Chip Suppliers - Seoul Economic Daily

Hanwha Asset Management has launched two new exchange-traded funds (ETFs) tracking suppliers of high-bandwidth memory (HBM) and artificial intelligence chips. The funds aim to provide investors with e... Read original →

Hanwha Asset Management’s launch of HBM and AI chip ETFs signals a strategic realignment in South Korea’s semiconductor investment framework. Technologically, the surge in HBM demand is catalyzing upstream supply chains, from materials to equipment and packaging firms, with Samsung and SK hynix leading capital inflows that will ripple through the entire ecosystem. While large-cap players dominate, mid-tier suppliers like Isu Petasys and Intekplus stand to gain traction. Geopolitical tensions are pushing supply chain localization, raising operational costs but also creating opportunities for ETF-based exposure to mitigate risk. In the competitive landscape, sustained foreign capital inflows could reinforce South Korea’s leadership in global AI infrastructure. Over the next 12–24 months, as AI compute demand accelerates, HBM markets are expected to enter a growth phase, with upstream equipment and materials firms leading the recovery cycle.