According to the Korea Exchange, four South Korean asset managers—Samsung Active Asset Management, NH Amundi Asset Management, KB Asset Management, and Kiwoom Investment Asset Management—listed four AI infrastructure-focused ETFs yesterday, July 14. The new products focus on optical communication and physical AI robots, extending investment opportunities beyond semiconductors as AI expands from generative applications into everyday use cases.
Samsung Active and NH Amundi launched optical communication ETFs targeting South Korean and U.S. companies respectively, while KB and Kiwoom introduced physical AI ETFs with 50% bond allocation to mitigate volatility. KB's product focuses on Tesla and SpaceX investments, while Kiwoom targets South Korea's Hyundai Motor Group, which owns 54.7% of Boston Dynamics.