{"id":59997,"date":"2026-06-21T23:11:09","date_gmt":"2026-06-21T23:11:09","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/59997\/"},"modified":"2026-06-21T23:11:09","modified_gmt":"2026-06-21T23:11:09","slug":"semiconductors-become-supply-black-hole-as-etf-concentration-intensifies","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/59997\/","title":{"rendered":"Semiconductors Become ‘Supply Black Hole’ as ETF Concentration Intensifies"},"content":{"rendered":"

\"VisitorsVisitors tour booths at “SEMICON Korea 2026” held at COEX in Gangnam-gu, Seoul, on Feb. 11 this year. Reporter Sung Hyung-joo<\/p>\n

With Korea’s stock market moving around Samsung Electronics and SK hynix, semiconductor-related products are also sweeping the top exchange-traded fund (ETF) returns.<\/p>\n

According to the Korea Exchange on Tuesday, the top-performing ETF from the start of this month through the 19th was the ‘TIGER SK hynix Single-Stock Leverage’ ETF, at 31.22%. It was followed by ‘KODEX SK hynix Single-Stock Leverage’ (31.13%), ‘ACE SK hynix Single-Stock Leverage’ (29.71%), ‘SOL SK hynix Single-Stock Leverage’ (29.67%), ‘RISE SK hynix Single-Stock Leverage’ (28.25%) and ‘KIWOOM SK hynix Futures Single-Stock Leverage’ (27.06%). All seven SK hynix single-stock leveraged ETFs listed last month ranked among the top ETF performers this month.<\/p>\n

Including these, all of the top 14 were semiconductor-related ETFs. Moreover, except for ‘KODEX 200 Long KOSDAQ 150 Short Futures’ (15th, 18.18%), all funds up to 21st place were semiconductor-related ETFs. Among them were overseas chip ETFs, including ‘PLUS Global HBM Semiconductor’ (11th, 19.97%), ‘TIGER Japan Semiconductor FACTSET’ (12th, 19.19%), ‘TIGER U.S. Philadelphia Semiconductor Leverage (Synthetic)’ (13th, 19.50%) and ‘KODEX China AI Semiconductor TOP 10’ (16th, 18.11%).<\/p>\n

Capital inflows into semiconductor ETFs are also continuing. According to Koscom’s ETF CHECK, ‘KODEX SK hynix Single-Stock Leverage’ saw net inflows of 247.7 billion won from the 12th through the 18th of this month. This was the second-largest scale after ‘KODEX 200’ (681.3 billion won). In addition, ‘KODEX Samsung Electronics Single-Stock Leverage’ and ‘PLUS Global HBM Semiconductor’ attracted 164.4 billion won and 102 billion won (10th place), respectively.<\/p>\n

“Supply-demand concentration is intensifying again into the three top stocks in semiconductor-related sectors, including Samsung Electronics, SK hynix and Samsung Electro-Mechanics,” said Han Ji-young, a researcher at Kiwoom Securities. “But since there are few sectors as attractive as semiconductors in terms of earnings and valuation, a strategy of expanding semiconductor weighting is reasonable in this situation.”<\/p>\n","protected":false},"excerpt":{"rendered":"Visitors tour booths at “SEMICON Korea 2026” held at COEX in Gangnam-gu, Seoul, on Feb. 11 this year.…\n","protected":false},"author":2,"featured_media":59998,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[11797,33788,987,337,276,739,12720,241,275],"class_list":["post-59997","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sk-hynix","tag-chip-stocks","tag-etf-returns","tag-kiwoom-securities","tag-korea-exchange","tag-samsung-electronics","tag-semiconductor-etf","tag-single-stock-leverage-etf","tag-sk","tag-sk-hynix"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/59997","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=59997"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/59997\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/59998"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=59997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=59997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=59997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}