Tema Memory ETF

DISK

시가총액 US$5941만

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

China's memory-chip ambitions are moving into the heart of the artificial-intelligence supply chain. CXMT has begun producing small quantities of HBM3E, an advanced high-bandwidth memory used in AI chipsets, according to Reuters.

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leaders, but concentrated holdings can amplify both opportunity and volatility.

NEW YORK--(BUSINESS WIRE)--Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced that ChangXin Memory Technologies (CXMT) has been added to the Tema Memory ETF (DISK) as a top holding with 10.56% portfolio weight. Added on the morning of CXMT's IPO, the position gives DISK the highest exposure to CXMT of any U.S.-listed ETF.1 CXMT is the leading Chinese memory manufacturer and the only prominent Chinese DRAM competitor to SK hynix, Sam.