Samsung Asset Management will list the KODEX US CPU Semiconductor TOP10 ETF on February 4. The fund concentrates on AMD, ARM, and Intel while diversifying across CPU value chain companies. The launch targets growing CPU investment demand as the AI industry shifts from chatbots to AI Agents, where CPU orchestration becomes critical alongside GPU performance gains. This shift has created global CPU supply shortages and fierce competition among tech giants to secure high-performance chips.
Samsung Asset Management Launches CPU-Focused ETF on February 4
According to the financial investment industry on the 29th, Samsung Asset Management will list the KODEX US CPU Semiconductor TOP10 ETF next month on the 4th. The ETF concentrates investments in three leading global CPU semiconductor companies—AMD, ARM, and Intel—while also distributing investments across CPU-related value chain firms.
AI Industry Shifts from GPU to CPU as Agent Era Emerges
While NVIDIA-centered GPUs were previously the center of the AI industry, CPUs are emerging as new leading players in the AI Agent era. As GPU computational performance improves, the need for CPU orchestration capabilities to manage and coordinate systems rises in tandem. This structure has led to widespread CPU supply shortages, with competition among global big tech companies to secure CPUs intensifying.
Major Tech Companies Develop Proprietary CPU Solutions
NVIDIA emphasized CPU importance at GTC 2026 and announced plans to develop its next-generation CPU chip 'Vera.' Google is applying its proprietary CPU 'Axion' to its data centers and expanding its usage scope. Microsoft unveiled its new cloud CPU 'Azure Cobalt 200' with plans to specialize it for agentic AI. ARM formed a joint development partnership with Meta and launched 'Arm AGI CPU,' its first self-developed data center CPU in the company's 35-year history.
KODEX US CPU Semiconductor TOP10 Investment Structure
The KODEX US CPU Semiconductor TOP10 ETF concentrates investments in global CPU leaders and value chain companies responding to global CPU supply shortages. The benchmark index is the Indxx US CPU Semiconductor TOP10 Index, which invests in 10 stocks selected from common stocks or ADRs listed on the US market with market capitalization above $10 billion and three-month average daily trading volume above $10 million.
Planned holdings include Arm Holdings at 27.9%, AMD at 25.5%, and Intel at 25.1%, with diversified investments in CPU semiconductor ecosystem companies including Qualcomm, Marvell Technology, Navitas Semiconductor, and Cadence Design Systems.
Kim Cheon-heung, Samsung Asset Management manager, stated: "In the AI Agent era, the role of CPUs in coordinating systems and controlling data and workflow will significantly increase, and demand to secure them is surging."
FAQ
What is the KODEX US CPU Semiconductor TOP10 ETF?
The KODEX US CPU Semiconductor TOP10 ETF is a fund launched by Samsung Asset Management that concentrates investments in AMD, ARM, and Intel, three leading global CPU semiconductor companies, while diversifying across CPU-related value chain firms. It tracks the Indxx US CPU Semiconductor TOP10 Index and invests in 10 stocks with market capitalization above $10 billion.
Why are CPUs becoming more important in the AI industry?
As the AI industry shifts from chatbots to AI Agents, CPU orchestration capabilities to manage and coordinate systems become critical alongside GPU computational performance improvements. This has created global CPU supply shortages and intensified competition among tech companies to secure high-performance CPU chips.
Which companies does the ETF invest in?
The ETF's planned holdings include Arm Holdings at 27.9%, AMD at 25.5%, and Intel at 25.1%, with additional investments in Qualcomm, Marvell Technology, Navitas Semiconductor, Cadence Design Systems, and other CPU semiconductor ecosystem companies.
