On February 12, an ETF managed by BlackRock, primarily investing in Korean chipmakers, attracted $281 million in inflows on Wednesday, marking a new single-day inflow high for the fund in over 25 years. This indicates that investors are ramping up their investments in the Asian semiconductor sector. The ETF, with assets under management totaling $13 billion, has its top two holdings in Samsung Electronics and SK Hynix. These two chip giants have helped drive the Korea Composite Stock Price Index (KOSPI) up by over 30% this year, setting a new historical record. Data shows that the ETF has seen cumulative inflows exceeding $3 billion over the past three months. Despite overall volatility in tech stocks due to market concerns over overvalued artificial intelligence (AI) stocks, investors are shifting toward memory manufacturers with more certain profit outlooks. Dave Lutz, Jones Trading's equity sales trader and macro strategist, noted, "Amid industry-wide anxiety over AI disruption, memory stocks have clearly become a safe haven, with Samsung and SK Hynix continuing to drive the Korean market higher."