New York – July 27, 2026 – Tema ETFs (“Tema”), a leader in 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, Samsung Electronics, and Micron Technology. The company’s IPO is the second largest in China’s history.2
DISK’s investment in CXMT is noteworthy because most foreign investors will not be able to gain exposure until CXMT is added to the Shanghai-Hong Kong Stock Connect.
“AI demand is driving a global undersupply of memory, causing prices and profits to rise sharply. CXMT is uniquely positioned among the world’s leading memory producers to serve China’s rapidly growing AI ecosystem. DISK’s investment in CXMT on the morning of its IPO reflects the active agility and expertise required to capture compelling opportunities that remain beyond the reach of most investors.”
– Yuri Khodjamirian, CFA, Chief Investment Officer of Tema ETFs
DISK is the first memory ETF launched in partnership with SemiAnalysis, the leading semiconductor and AI infrastructure research firm founded by Dylan Patel.
Tema builds ETFs for a range of market environments, offering structural growth and durable core solutions. Founded in 2022, Tema is backed by Index Ventures, Accel Partners, and over a dozen financial services CEOs.