Solactive is pleased to announce its latest collaboration with Timefolio Asset Management. The TIMEFOLIO CHINA AI Tech Active ETF benchmarks the Solactive China Artificial Intelligence Index, offering investors targeted exposure to leading companies that are actively shaping the development and deployment of artificial intelligence technologies across both hardware and software sectors in China and Greater China.
China has established itself as a global AI powerhouse, supported by a structured government strategy, robust infrastructure and massive investment. According to the World Economic Forum, China’s Next Generation AI Development Plan aims to position the country as a global AI innovation hub by 2030, highlighting the strategic importance of artificial intelligence to its broader economic transformation.[1] The market size in the Artificial Intelligence sector is projected to reach US$46.53 billion in 2025, with an expected annual growth rate (CAGR 2025–2031) of 26.89%, resulting in a market volume of US$194.19 billion by 2031, further underlining the sector’s dynamic expansion and investment potential.[2]
The Solactive China Artificial Intelligence Index is designed to capture this dynamic growth. The index selects up to 30 companies based on transparent eligibility criteria, including minimum liquidity thresholds and classification within AI Hardware or AI Software sectors. The constituents are equally weighted at each quarterly rebalancing to ensure diversified exposure and mitigate concentration risk. By combining AI hardware providers, such as semiconductor manufacturers, with leading AI software innovators, the index reflects the full spectrum of the AI ecosystem in China.
The ETF listed on 13 May 2025 on the Korean Stock Exchange with the ticker code 0043Y0.KS
Timo Pfeiffer, Chief Markets Officer at Solactive, commented:“Given the explosive growth of AI technologies and China’s unwavering commitment to leading this revolution, the Solactive China Artificial Intelligence Index offers investors a timely and strategic avenue to participate in this megatrend. We are delighted to collaborate with Timefolio Asset Management to bring this innovative product to market.”
Namho Kim, ETF Senior Manager of ETF Division at Timefolio Asset Management, commented: “We are excited to continue our partnership with Solactive by launching the TIMEFOLIO CHINA AI Tech Active ETF. By investing in top-tier AI companies across Mainland China, Hong Kong, and Taiwan, we are strategically positioned to capture the surging domestic demand for AI—fueled by the rise of DeepSeek and strong government support for technological self-reliance. Through this ETF, we aim to provide investors with targeted exposure to the AI Tech industry in the Greater China region.”
[1] Transforming industries with AI: Lessons from China’s journey