Hanwha's Global HBM Chip ETF Returns 950% Since Listing - Seoul Economic Daily

Hanwha Asset Management's PLUS Global HBM Semiconductor ETF has delivered an impressive cumulative return of 950.35% since its listing, driven by a resurgence in the memory chip market fueled by expan... Read original →

The explosive rise of the HBM chip ETF underscores the robust demand for high-performance memory driven by AI infrastructure, accelerating technological advancements in DRAM and NAND flash. From a regulatory standpoint, geopolitical tensions, especially in the U.S.-China tech rivalry, are increasing supply chain vulnerabilities for memory chipmakers. Competitors are responding with similar ETF launches to capture market share, particularly in European and North American markets. Looking ahead 12-24 months, sustained growth in AI training and inference will fuel HBM demand, pushing traditional DRAM players to rapidly evolve or risk obsolescence.