Mirae Asset Lists ETF Focused on Google AI, Optics, Data Centers

Mirae Asset Management will list the 'TIGER Google Value Chain ETF' on the 12th. This fund invests in companies supporting Google's artificial intelligence (AI) chip (TPU) ecosystem.

The ETF's core holdings are Alphabet and Broadcom, with weights of 22.7% and 19.2% respectively, totaling 41.9%. Broadcom is a key partner in Google's TPU development and has recorded high growth in AI chip sales.

A key feature is its expanded investment scope beyond traditional graphics processing units (GPUs) to include companies involved in optical communications, network semiconductors, and data center infrastructure essential for AI computation. As the AI investment trend shifts from securing accelerators to data connection speed, the ETF includes optical infrastructure firms like Lumentum Holdings (5.8%), Chongqing JPT Opto-electronic (5.4%), and Ciena (5.3%).

The TIGER Google Value Chain ETF can be invested in through individual pension and retirement pension accounts.