April 14, 2026
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FRANKFURT AM MAIN – Solactive is pleased to announce the launch of the KoAct Global AI Memory Semiconductor Active by Samsung Active Asset Management, an actively managed ETF benchmarked against the Solactive Global AI Memory Semiconductor Index. The ETF provides exposure to companies across the global AI memory semiconductor value chain.
Artificial intelligence is reshaping the economics of the semiconductor industry. According to McKinsey, the global semiconductor market totaled approximately USD 775 billion in 2024 and could reach USD 1.6 trillion in its base-case scenario by 2030, with much of the value creation expected in computing and data storage (1). As AI models continue to scale, the ability to store, access, and transfer data efficiently has become increasingly important for training and inference workloads. This shift has elevated memory semiconductors, enterprise storage, and the equipment ecosystem supporting them from cyclical technology segments to core building blocks of AI infrastructure.
The Solactive Global AI Memory Semiconductor Index is designed as a global benchmark for securities from the AI memory semiconductor industry. Its eligible universe is drawn from the Solactive GBS Global Markets All Cap USD Index and exchange-traded ADRs listed on the Korea Exchange, NYSE, NASDAQ, Tokyo Stock Exchange, or Taiwan Stock Exchange. To qualify, securities must meet minimum size and liquidity requirements and are classified into three core segments: Memory IDMs, Storage, and Materials, Parts & Equipment.
Constituents are selected by ranking eligible companies within each segment by total market capitalization. The methodology allows for up to five Memory IDMs, up to five Storage companies, and up to 30 Materials, Parts & Equipment companies, while also seeking Korean representation within the Materials, Parts & Equipment segment where eligible securities are available. The constituents are weighted by total market capitalization, subject to a 20% cap per security and category weight ranges of 40% to 45% for Memory IDMs, 8% to 15% for Storage, and 35% to 45% for Materials, Parts & Equipment. Additional constraints limit concentration among the largest Memory IDM names and require a minimum weight for Korea-listed Materials, Parts & Equipment constituents, supporting a diversified but targeted benchmark exposure.
The ETF was listed on 14 April 2026 on the Korea Exchange (KRX) under the ticker code “0174B0.KS”.
Timo Pfeiffer, Chief Markets Officer at Solactive, commented:
“Artificial intelligence is increasing the strategic importance of memory semiconductors and the broader ecosystem enabling data-intensive workloads. We are pleased to support Samsung Active Asset Management with the tailored benchmark on this launch.”
Samsung Active Asset Management, commented:
“Amid surging AI demand, this ETF invests in global leaders in AI memory semiconductors with strong technological capabilities and sustainable growth potential.”
(1) Source: McKinsey & Company, Hiding in plain sight: The underestimated size of the semiconductor industry, January 15, 2026.