Samsung Asset Management, Hanwha Asset Management and NH-Amundi Asset Management listed four AI-related exchange-traded funds on the same day, dividing exposure among data storage, agentic AI, high-bandwidth memory and semiconductor materials, components and equipment. The launches extend the AI investment case beyond GPUs and ASICs to memory, storage, infrastructure and software, even as semiconductor stocks face volatility over a possible slowdown in global AI development. Samsung’s KODEX US AI Memory TOP2 Plus allocates about 50% to Micron and SanDisk and about 30% to Seagate and Western Digital, while also holding storage controllers, intellectual-property companies, storage platforms and data-storage servers. NH-Amundi’s HANARO US Agentic AI TOP2+ holds 10 U.S. companies, with Microsoft and Alphabet each accounting for 25% at listing, and can add eligible newly listed companies such as OpenAI or Anthropic through a special inclusion process. Hanwha’s PLUS Korea HBM Semiconductor invests about half in Samsung Electronics and SK hynix and the remainder in eight materials, components and equipment companies, while its actively managed PLUS AI Semiconductor Materials & Equipment Active adjusts holdings using customer capital expenditure, equipment orders, mass-production schedules and technology adoption. Memory suppliers and analysts said demand and capital commitments remained firm despite calls from Anthropic CEO Dario Amodei for slower AI development, supported by long-term supply agreements and continued AI capital spending.