How to indirectly invest in Korean bull stocks, especially SK Hynix/Samsung?

[A-Share]

Huatai-PineBridge China-South Korea Semiconductor ETF (513310.SH)

The only cross-border ETF in the A-share market that deeply tracks Korean chips, with half of its holdings in the two Korean storage giants and the other half in A-share semiconductor leaders (such as Cambricon, SMIC).

Guotai Asia Opportunities (457001)

Its benchmark is the MSCI Asia (ex-Japan) Index, in which South Korea and Taiwan have extremely high weightings. Data from the end of 2025 shows that Samsung Electronics is its largest holding.

[Hong Kong Stocks]

CSOP Leveraged Samsung Daily (2x) ETF (07747.HK)

CSOP Leveraged Hynix Daily (2x) ETF (07709.HK)

Risk Warning:

Leveraged ETFs have a major pitfall: they rebalance daily. If the market is not trending in one direction but is volatile, your principal will continuously shrink. They are suitable for short-term directional bets, not for long-term holding.

The management fee is also high, about 0.99%, plus there are "financing costs" and "rebalancing taxes" paid to maintain the 2x leverage. They are essentially swap contracts, so they also don't pay dividends.

Global X Asia Semiconductor ETF ($GX ASIA SEMICON(3119.HK))

SK Hynix (~18-20%) + Samsung Electronics (~14-16%), currently the semiconductor ETF with the strongest "Korean flavor" in Hong Kong stocks, completely focused on Asian manufacturing (TSMC, Samsung, Hynix).

Samsung Bloomberg Global Semiconductor ETF (3132.HK)

Samsung (~10%) + SK Hynix (~5%), more international, including NVIDIA, Broadcom, etc.

[US Stocks]

Although there is no direct ADR for Samsung in the US market, US-listed ETFs have the strongest liquidity globally.

iShares MSCI South Korea ETF (EWY)

Samsung (~26-28%) + SK Hynix (~18-19%), the embodiment of "Korea's national fortune." These two companies alone account for about 45% of the fund's weight.

Franklin FTSE South Korea ETF (FLKR)

Similar holdings to EWY, with extremely low fees (only 0.09%), but less depth.

[GDR]

Samsung Electronics (SMSN): Priced in USD, directly corresponds to Samsung ordinary shares. It's just that one share is too expensive, over $3000, and the depth is insufficient, so only bought a few shares.

SK Hynix (HXSCL): Directly corresponds to Hynix ordinary shares. Not sure if it's my IBKR's problem, it shows no depth at all, so gave up.

In summary: If you only have RMB, hold the China-South Korea Semiconductor ETF. If you can buy Hong Kong and US stocks, buy $GX ASIA SEMICON(3119.HK) (Asian chip manufacturing) or the US EWY. If you have a high-risk appetite, go for the CSOP 2x leveraged ETFs.

PS: Personally holding 3119\EWY\SMSN