Asset Managers Registered New AI-Focused MLCC ETFs
Mirae Asset and Kiwoom have received codes for funds targeting manufacturers of AI-essential components.
Updated on Oct. 5, 2026 in Investing
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Financial regulators have issued standard codes for new exchange-traded funds from Mirae Asset Global Investments and Kiwoom Asset Management. These funds are designed to capture growth in the high-capacitance multi-layer ceramic capacitor (MLCC) market.
Why it matters
A surge in demand for AI servers has created a supply-demand imbalance, as manufacturers shift production capacity toward specialized AI hardware. Investors are seeking exposure to this sector as companies raise prices and lead times extend to 22 weeks.
Leading component manufacturers like Samsung Electro-Mechanics and Yageo have implemented price hikes between 30% and 50% since July. AI servers require up to 5,000 MLCCs per next-generation GPU, driving demand projected to grow by over 80% annually.
The players
Mirae Asset Global Investments
This is a South Korean financial services group and one of the largest asset managers in the country.
Kiwoom Asset Management
This investment firm operates as a subsidiary within the broader Kiwoom financial group in South Korea.
Samsung Electro-Mechanics
This company is a major global manufacturer of electronic components and a key player in the MLCC industry.
Yageo
This Taiwan-based corporation is a leading provider of passive electronic components for global markets.
The details
Asset managers are capitalizing on the AI boom by targeting companies like Murata and Samsung Electro-Mechanics, which hold major shares of the specialized MLCC market. The shift reflects a broader industry realignment where manufacturers prioritize high-value AI applications over general-purpose production.
Timeline
July 2026: Yageo increased prices by 50%.
August 2026: Samsung Electro-Mechanics raised prices by 30%.
Sept. 21, 2026: Kiwoom Asset Management completed registration for its ETF.
Oct. 1, 2026: Mirae Asset Global Investments received its standard code.
October 2026: Expected debut of the Kiwoom Asset Management fund.
Market Dynamics
These new fund offerings follow the pattern set by the AI-driven supply-demand imbalance in the high-capacitance MLCC market. The emergence of these ETFs highlights a broader trend where asset managers seek early positions in specialized hardware sectors expected to benefit from AI growth.
Retail investors can now gain targeted exposure to the specialized component market that powers next-generation AI hardware. These funds allow for diversifying portfolios into firms currently benefiting from sustained price increases and high demand in the electronics sector.
The takeaway
The rise of specialized ETFs suggests that capital is increasingly flowing toward the fundamental infrastructure components required for AI processing. Investors should monitor how increased production capacity and manufacturer competition influence long-term sector stability.
What happens next
The KIWOOM Global MLCC & AI Substrate TOP4+ ETF is scheduled to make its market debut in October 2026.
Further reading
For more on how shifts in tech hardware impact portfolio allocation, visit the Investing section.
Source note: This article includes information reported by 기술로 세상을 바꾸는 사람들의 놀이터.
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