South Korean secondary battery stocks rebounded sharply, lifting related exchange-traded funds to the top of domestic performance rankings as capital moved away from paused chip leaders. TIGER Secondary Battery TOP10 Leverage gained 45.88% over the past month as of the previous session, while KODEX Secondary Battery Industry Leverage rose 38.99%; their one-week returns ranked first and second among all ETFs listed in Korea. The rally extended across solid-state battery, silicon anode, battery component and North American supply-chain funds. Analysts linked the move both to a rotation into previously neglected sectors and to rising demand for energy storage systems (ESS), as AI data centers increase electricity consumption. The North American ESS market reached 75.9 GWh in the first half of this year, up 83% from 41.5 GWh a year earlier, while LG Energy Solution and Samsung SDI increased their combined share to 19.7% from 13.9%. U.S. policy changes designating ESS as critical power infrastructure tied to national security may further support Korean battery makers with North American production bases.