DS Management, ‘AI Semiconductor Value Chain Investment’ active ETF listed on the 13th

DS Asset Management announced on the 12th that it will list the 'DS AI Semiconductor Active Exchange Traded Fund (ETF)' (stock code 0243M0), which invests in companies related to the artificial intelligence (AI) semiconductor industry, on the stock market on the 13th.

This ETF is an active product that targets the entire AI semiconductor value chain for investment. Based on company analysis, we adjust the stocks and inclusion proportions and pursue excess returns compared to the comparative index.

Investment targets are not limited to specific semiconductor fields such as memory and non-memory, but can also include companies in fields where demand is concentrated depending on market conditions, such as high bandwidth memory (HBM), advanced packaging, and computing semiconductors.

Representative semiconductor stocks such as Samsung Electronics and SK Hynix, as well as materials, parts, and equipment companies, data centers, and energy and power infrastructure-related companies are also included in the investment scope.

The management company plans to apply a strategy of replacing leading stocks according to bottleneck sections and changes in demand within the AI ​​industry. This configuration takes into account the fact that demand for AI semiconductors can expand beyond semiconductor manufacturing to data center construction, power supply, and network infrastructure.

DS Management's first ETF, 'DS KOSDAQ Active', which was listed in July, has been operated with a similar strategy and recorded a return of 23.01% for the past month as of the end of September. The management company explained that this is the highest rate of return among domestic ETFs excluding leveraged and inverse products based on the Korea Exchange.