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Shortage' is the trend! What semiconductor ETFs should I buy now?_26.05.14. | Park Hyunji, Kim Younghwan, Yeo Doeun, Heo Jaemoo [Morning N Investment]

Watch on YouTube ↗  |  May 14, 2026 at 02:16  |  19:24  |  3PRO TV (삼프로TV)
Speakers
Park Hyun-jin — Manager

Summary

The video discusses recent ETF market trends and provides semiconductor ETF recommendations based on investor risk profiles. Guest Park Hyun-jin highlights strong inflows into the iShares MSCI Korea ETF (EWY) and presents three portfolio strategies: conservative (broad ETFs), moderate (top semiconductor leaders), and aggressive (memory/HBM-focused ETFs). He also comments on upcoming single-stock leverage ETFs for Samsung and SK Hynix.

  • US institutional inflows into EWY signal positive outlook for Korean equities.
  • Conservative investors should use KODEX 200 and KODEX US Semiconductor.
  • Moderate investors can choose TIGER Semiconductor Top10 or ACE Global Semiconductor Top4 Plus.
  • Aggressive investors are directed to PLUS Global HBM Semiconductor or the US-listed DRAM ETF.
  • Single-stock leverage ETFs for Samsung and SK Hynix are launching but recommended for short-term use only.
  • The overall semiconductor sector is supported by super-cycle and AI mega-trend.
  • Robotics and aerospace themes are gaining attention but not given specific ETF recommendations.
Ideas
Park Hyun-jin Manager 4:39
EWY inflows signal bullish Korea view.
US institutions are actively buying the iShares MSCI Korea ETF (EWY), indicating a positive outlook for the Korean stock market. This suggests continued foreign inflows and bullish sentiment toward Korean equities.
EWY MED
Park Hyun-jin Manager 16:18
Top semiconductor ETFs balance leaders.
Moderate-risk investors should use TIGER Semiconductor Top10 or ACE Global Semiconductor Top4 Plus, which include both domestic and global semiconductor leaders (e.g., Samsung, TSMC, ASML, NVIDIA) for balanced exposure.
446770.KS 396500.KS MED
Park Hyun-jin Manager 17:06
HBM/memory ETFs for aggressive plays.
Aggressive investors should focus on memory/HBM-focused ETFs like PLUS Global HBM Semiconductor or the US-listed DRAM ETF, which concentrate on high-growth memory names (SK hynix, Samsung) and capture the AI memory trend.
442580.KS DRAM MED
Park Hyun-jin Manager 17:51
Buy broad semiconductor ETFs for safety.
Conservative investors should hold broadly diversified, low-expense semiconductor ETFs like KODEX 200 and KODEX US Semiconductor to get steady exposure without overconcentration.
390390.KS 069500.KS MED
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This 3PRO TV (삼프로TV) video, published May 14, 2026, features Park Hyun-jin discussing EWY, 446770.KS, 396500.KS, 442580.KS, DRAM, 390390.KS, 069500.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-jin  · Tickers: EWY, 446770.KS, 396500.KS, 442580.KS, DRAM, 390390.KS, 069500.KS