According to Shinhan Asset Management, on July 15, the SOL AI Semiconductor TOP2 Plus ETF added five semiconductor equipment suppliers—Wonjin IPS, Daedeok Electronics, PSK, VM, and Test—while removing five others including LG Innotek in its periodic rebalancing.
The product, which launched in March with 11 billion won, has grown to 6 trillion won in assets. Individual investors have accumulated net purchases of 3.42 trillion won, ranking first among domestic semiconductor ETFs this year. The rebalancing reflects increased capital spending by major memory chipmakers including Samsung Electronics and SK Hynix.