Tema Memory ETF DISK Targets AI Memory, Taiwan’s Innodisk and Nanya Technology
SemiAnalysis and Tema ETFs have jointly launched the Tema Memory ETF (DISK), targeting the supply chains for NAND, DRAM and high-bandwidth memory, a critical component in AI servers. Demand for AI computing is increasing the importance of HBM. DISK uses a diversified holdings strategy and includes Taiwanese companies Innodisk and Nanya Technology.
The latest breakdown of the fund’s holdings shows that DISK invests not only in international memory manufacturers but also in Taiwan’s supply chain through Innodisk and Nanya Technology. However, the available event data does not provide the ETF’s listing date, assets under management, individual stock weightings or management fee. Those figures should be checked against Tema ETFs’ latest public filings.
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The history behind this eventFirst Pure-Play Memory ETF, DRAM, Lists in US to Target Core AI Suppliers
Training and inference for generative AI are driving demand for high-bandwidth memory (HBM), DRAM, NAND and SSDs, making memory a key determinant of data-center performance and a supply-chain bottleneck. Roundhill Investments has launched the first actively managed ETF focused on global memory companies, offering an alternative to broad semiconductor funds.
The Roundhill Memory ETF, trading under the ticker DRAM, listed on Cboe BZX on April 2, 2026, with a gross annual expense ratio of 0.65%. Holdings data as of April 1 showed weights of 24.99% for Samsung, 24.22% for SK hynix and 23.83% for Micron, totaling 73.04%. Nanya Technology and Winbond Electronics accounted for 3.95% and 2.35%, respectively.
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