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China Memory Giant CXMT Becomes a Top Holding in Tema Memory ETF (DISK)

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morningstar.comStai leggendo15 h fa

China Memory Giant CXMT Becomes a Top Holding in Tema Memory ETF (DISK)

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benzinga.com10 h fa

Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron - Micron Technology (NASDAQ:MU), Sa

ChangXin Memory Technologies (CXMT) debuted in Shanghai with +466%; Tema ETF allocated 10.56% of its Memory ETF to CXMT as top holding, contrasting Wall Street's selloff fears. The DRAM market remains undersupplied through 2028 driven by AI infrastructure; Micron's HBM moat is protected by technical barriers, while CXMT's impact comes via Chinese domestic substitution, not global price pressure.

Timeline cronologica

lunedì 27 luglio 2026·morningstar.com
China Memory Giant CXMT Becomes a Top Holding in Tema Memory ETF (DISK)
China Memory Giant CXMT Becomes a Top Holding in Tema Memory ETF (DISK)
lunedì 27 luglio 2026·benzinga.com
Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron - Micron Technology (NASDAQ:MU), Sa
CXMT's blockbuster IPO sparked fears of rising Chinese competition across the memory industry. But Tema ETFs CIO Yuri Khodjamirian tells Benzinga investors are overlooking a…