Samsung Asset Management (Hong Kong) Ltd

Samsung Bloomberg Global Semiconductor ETF (“Sub-Fund”) is to provide investment results that, before fees and expenses, closely correspond to the performance of the Bloomberg Global Semiconductor Top 20 Index (“Index”).
Investment involves risk, including the loss of principal. Historical performance does not indicate future performance.
The Sub-Fund could be subject to certain key risks such as risk of New Index risk; Equity market risk; Concentration risk; Semiconductor sector risk; Emerging markets risk; Risks associated with depositary receipts; Currency risk; Securities lending transactions risk. Please note that the above listed investment risks are not exhaustive. Investors should refer to the prospectus and relevant offering documents of Samsung Bloomberg Global Semiconductor ETF for details, including the product features, risk factors and dividend policy. Investors should not base on this material alone to make investment decisions.
The Manager may at its discretion pay distributions out of capital, or effectively out of capital, of the ETF, amounting to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment, resulting in an immediate reduction of the NAV per unit.

Chip shortage is expected to persist, supporting the semiconductor sector growth
The semiconductor industry is one of the fastest-growing sectors in the global economy¹
Semiconductors increasingly dominate important aspects of our everyday life, from PC and smart phone, to automobile and even advanced medical devices
Global semiconductor industry revenue is expected to grow with a 4% CAGR from 2020 till 2025, supported by steady demand growth and wider application²
Several areas will have significantly higher growth. For example, semiconductor and sensor markets for IoT are projected to grow at a CAGR of 15.3% from 2015 till 2025³

Global Semiconductor Industry Revenue

¹^{Source: IDC, https://www.idc.com/getdoc.jsp?containerId=prAP48247621, 19 September 2021}

²^{Source: Gartner, SIA, Morgan Stanley Research, as of 2020}

First ever global semiconductor ETF in Asia⁴, comprised of semiconductor leaders listed in several regions including US, Asia and Europe
Provides easy access to the ordinary shares (not just depositary receipt) of prominent semiconductor companies in Korea (e.g. Samsung Electronics, SK Hynix, etc.) and Taiwan (e.g. TSMC, etc.), which are relatively difficult for overseas investors to access
One-for-All: Captures the global top semiconductor players with the highest total company level revenue from semiconductor business, covering the entire supply chain including upstream (e.g. semiconductor design) and downstream (e.g. manufacturing) businesses
Provides access to US and European semiconductor giants in Asia time zone
Relatively low investment threshold to invest in a basket of global semiconductor players
Provides diversification for Hong Kong investors who tend to have China-focused portfolio

⁴^{Source: Bloomberg, 30 September 2021}

Top 10 Semiconductor Vendors by Revenue, Worldwide, 2020 (Millions of U.S. Dollars)⁵

SAMSUNG Bloomberg Global Semiconductor ETF
Stock code: 3132.HK