Kiwoom Asset Management announced on May 27 that it will list the 'KIWOOM US CPU Semiconductor TOP4+' exchange-traded fund (ETF) on the Korean Securities Market on May 28. The ETF concentrates investments in CPU companies emerging as core semiconductor players in the Agentic AI era. The fund allocates approximately 80% to four major US CPU market representatives—Intel, AMD, ARM Holdings, and Qualcomm—with the remaining 20% invested in CPU ecosystem companies including NVIDIA, Apple, TSMC, Broadcom, Marvell Technology, and Cadence Design Systems.
ETF Allocates 80% to Intel, AMD, ARM Holdings, and Qualcomm
The 'KIWOOM US CPU Semiconductor TOP4+' ETF invests approximately 80% in Intel, AMD, ARM Holdings, and Qualcomm. The remaining approximately 20% is allocated to CPU ecosystem companies including NVIDIA, Apple, TSMC, Broadcom, Marvell Technology, and Cadence Design Systems.
Agentic AI Era Increases CPU Importance in AI Infrastructure
The AI industry is evolving beyond simple generative AI toward Agentic AI, where systems make independent judgments and perform multiple tasks. In environments where AI performs complex tasks simultaneously, CPUs that sequentially control operations and efficiently manage system resources are becoming increasingly important alongside GPUs that handle large-scale computations. As AI model sizes grow, CPU performance determines GPU utilization rates at bottleneck points, positioning CPU-related companies as new beneficiaries of AI infrastructure investment expansion.
Portfolio Covers x86 and ARM Architecture Ecosystems
The ETF is structured to enable simultaneous investment in both major CPU industry architectures by including Intel and AMD representing the x86 ecosystem, and ARM Holdings and Qualcomm leading the ARM-based ecosystem. The fund also includes NVIDIA and Apple, which design their own CPUs in the ARM ecosystem, along with core companies in CPU design and production, AI servers, and electronic design automation (EDA) including TSMC, Broadcom, Marvell Technology, and Cadence Design Systems.
Lee Kyung-joon, Head of ETF Management at Kiwoom Asset Management, stated that the 'KIWOOM US CPU Semiconductor TOP4+' ETF is an investment solution concentrating on leading CPU companies and related value chain companies, and is expected to provide a new option for investors responding to AI infrastructure changes.
FAQ
What is the 'KIWOOM US CPU Semiconductor TOP4+' ETF launching on May 28?
The 'KIWOOM US CPU Semiconductor TOP4+' ETF is a fund launched by Kiwoom Asset Management that allocates approximately 80% to Intel, AMD, ARM Holdings, and Qualcomm, with the remaining 20% invested in CPU ecosystem companies including NVIDIA, Apple, TSMC, Broadcom, Marvell Technology, and Cadence Design Systems.
Why does the ETF focus on CPU companies in the Agentic AI era?
As AI evolves toward Agentic AI where systems perform multiple complex tasks simultaneously, CPUs that sequentially control operations and efficiently manage system resources are becoming increasingly important. CPU performance determines GPU utilization rates at bottleneck points as AI model sizes grow, making CPU-related companies new beneficiaries of AI infrastructure investment expansion.
Which CPU architectures does the ETF cover?
The ETF enables simultaneous investment in both major CPU industry architectures by including Intel and AMD representing the x86 ecosystem, and ARM Holdings and Qualcomm leading the ARM-based ecosystem, along with related value chain companies in CPU design, production, AI servers, and electronic design automation.
