New York – June 30, 2026 – Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, today announced the launch of the Tema Memory ETF (DISK) and the Tema Photonics & Optical ETF (LAZR). DISK and LAZR are the first institutionally managed memory and photonics ETFs launched in partnership with SemiAnalysis, the leading independent research firm specializing in semiconductors and AI infrastructure.
DISK and LAZR target companies at the leading edge of two critical AI bottlenecks: memory capacity and data interconnections. AI’s rapidly growing computational needs demand unprecedented capacity, speed, and performance across the semiconductor supply chain.
DISK offers high-conviction exposure to global memory companies, including leaders in NAND flash, High-Bandwidth Memory (HBM), DRAM, and hard-to-access Asian companies critical to the semiconductor supply chain. With surging memory demand, global memory chip revenue is forecast to more than triple from $216 billion in 2025 to $758 billion in 2027.1
LAZR offers pure-play exposure to global photonics and optical technology companies. As AI increasingly challenges copper’s physical transmission capacity and speed, light-based technologies (photonics) become critical to moving data faster and more efficiently. The market opportunity tied to advanced AI data movement is forecast to grow ninefold between 2026 and 2028.2
“Memory and photonics sit at two of the most important frontiers in scaling AI infrastructure. DISK and LAZR combine Tema’s active investment expertise with SemiAnalysis’ specialized semiconductor and AI infrastructure insights to deliver institutional-quality exposure to areas overlooked both by broad technology and semiconductor funds and narrow memory funds.”
- Steve Munroe, President of Tema ETFs
DISK Fund Facts
|
Ticker |
DISK |
|
Exchange |
NYSE |
|
CUSIP |
87975E750 |
|
Gross Expense Ratio |
0.75% |
|
Listing Date |
June 30, 2026 |
|
Fund Webpage |
LAZR Fund Facts
|
Ticker |
LAZR |
|
Exchange |
NYSE |
|
CUSIP |
87975E743 |
|
Gross Expense Ratio |
0.75% |
|
Listing Date |
June 30, 2026 |
|
Fund Webpage |
About Tema ETFs
Tema builds institutional-quality ETFs for a range of market environments, targeting structural growth, durable core, and liquid alternatives solutions. Founded in 2022, Tema is backed by Index Ventures, Accel Partners, Zinal Growth, and over a dozen financial services CEOs.
Media Contact
Cognito Media
Carl Bakenhus
carl.bakenhus@cognitomedia.com
