Retail Funds Flock to AI Semiconductor ETFs: Why Samsung Electronics and SK Hynix Value Chains are Chosen

The Big Picture of Capital Flows In the domestic ETF market in the first half of this year, retail investor funds are rapidly flocking to AI and semiconductor themes. In particular, the market's focus is gaining traction around the 'AI memory beneficiary' structure centered on Samsung Electronics and SK Hynix, rather than the semiconductor industry as a whole. Looking at the actual pace of capital inflows, compressed ETFs featuring TOP2 or TOP2-plus formats are showing much stronger absorption capacity than products broadly containing the entire semiconductor value chain. This suggests that retail investors are responding more strongly to intuitive investment stories centered on large-cap memory stocks rather than complex corporate analyses by process. Actual Capital Flowing into Representative ETFs The most symbolic case is the SOL AI Semiconductor TOP2 Plus. As of early June 2026, this…