Fubon’s First Active Taiwan Equity ETF 00405A Set to Open for Subscription May 18, Targeting AI Supply Chain

Artificial intelligence is driving a global industrial revolution, with Taiwan’s stock market entering a fourth technology bull run because of its pivotal role in the semiconductor and AI supply chains. As capital becomes increasingly concentrated and sector rotation accelerates, traditional passive ETFs cannot adjust their holdings quickly enough to keep pace with rapidly changing market conditions. Active ETFs, which offer manager-led stock selection and flexible allocation, are therefore emerging as a new battleground for asset managers seeking to help investors capitalize on the technology upgrade cycle.

SinoPac Securities Investment Trust has formally announced its first active ETF, the SinoPac Taiwan Technology Trends Active ETF (00410A). The fund will be issued at NT$10 per unit, with a minimum subscription of NT$10,000, and will open for subscriptions from July 13 to 17. It will focus on Taiwan-listed companies in the AI supply chain, using active stock selection and flexible allocation to give investors exposure to the technology bull market. The launch marks an important milestone in SinoPac’s entry into the active ETF market.

AllianceBernstein Investments has launched its first actively managed Taiwan equity ETF, the AB Taiwan Momentum Income 50 Active ETF (00404A). The fund selects stocks actively instead of simply tracking an index, with more than 80% allocated to technology shares. It targets AI chips, servers, thermal management and semiconductor supply chains, seeking long-term returns from the middle phase of the AI industry's growth cycle.

00404A formally listed on July 20, 2026. Its portfolio centers on Taiwan's technology supply chain, with the management team dynamically adjusting holdings to capture AI-related opportunities in the second half of the year. AllianceBernstein Investments believes Taiwan's equity bull market still has room to run. However, available information does not disclose the amount raised, the listing price or the fund's actual holdings.

KGI Securities Investment Trust is expanding into active Taiwan equity ETFs with the launch of 00407A, which targets Taiwan’s AI supply chain. The fund uses a Quantamental stock-selection strategy that combines quantitative models with the research team’s judgment. Its non-distributing structure retains income in the fund for reinvestment, aiming to compound returns and outperform the broader market.

KGI SITE plans to open subscriptions for 00407A on June 4, marketing it as the market’s first non-distributing, high-Beta active Taiwan equity ETF. The issue price and targeted fundraising amount have not yet been disclosed. The fund will use its higher-Beta profile to participate more actively in rallies in AI-related shares, though its net asset value may also fluctuate more sharply during periods of market volatility.

Cathay Securities Investment Trust plans to launch its first active ETF, 00400A, using active stock selection to navigate market volatility driven by the U.S.-Iran conflict, oil prices and inflation. With Taiwan at the heart of the AI supply chain, the fund will target opportunities across three stages: AI infrastructure, software applications and AI PCs, seeking to capture the industry’s growth trend.

Fundraising for 00400A is scheduled to begin on March 23, while institutional investors have highlighted semiconductor, power-supply, thermal-management and high-power-related stocks. The latest developments show that the net asset values of both 00400A and 00401A have moved into positive territory and surpassed NT$11 per beneficial unit. As fewer stocks outperform the broader market, active stock selection has become increasingly important.