NH-Amundi Launches AI Semiconductor Substrate ETF in Korea

NH-Amundi Asset Management launched the HANARO Samsung Electro-Mechanics Fixed AI Core Substrate ETF (0256E0) on November 10, targeting South Korean companies involved in advanced semiconductor substrates used in AI hardware. The passive ETF maintains a fixed 25% allocation to Samsung Electro-Mechanics, a major supplier of electronic components and advanced packaging substrates, while investing the remaining portfolio across nine other companies associated with the substrate industry. The strategy provides concentrated exposure to a specialized part of the semiconductor supply chain, where demand for advanced packaging and high-performance computing components is creating new investment opportunities. The launch adds another narrowly focused AI hardware ETF to Korea's expanding thematic market.