Tema ETFs, SemiAnalysis to launch semiconductor ETF suite

Tema ETFs announced an exclusive partnership with research firm SemiAnalysis to launch institutional‑grade, research‑driven exchange‑traded funds that cover the whole semiconductor value chain. SemiAnalysis will provide specialised research on semiconductors, AI infrastructure, datacenters and cloud systems to inform the funds.

Tema, an ETF issuer focused on specialised strategies, said the collaboration will produce ETF solutions for institutional investors seeking exposure across semiconductor design, manufacturing, equipment, materials and related infrastructure. SemiAnalysis, an independent research firm founded by Dylan Patel, will supply the sector expertise and the research framework. The firms said the ETFs will reflect technical and supply‑chain differences across companies and segments and will use research to guide selection and weighting rather than relying solely on broad market indices.

Maurits Pot, founder and CEO of Tema, noted the firm targets category‑leading ETF strategies in areas where deep expertise matters and highlighted semiconductors’ role in AI infrastructure buildout. Dylan Patel, founder and CEO of SemiAnalysis, said: “Through this research partnership with Tema, we aim to broaden understanding of AI, semiconductor, datacenter and cloud innovation, and supply chain dynamics, while supporting better AI, semiconductor, datacenter, and cloud infrastructure investment solutions for all investors.”

The announcement described the ETFs as institutional‑grade, with an emphasis on index construction, research integration and governance intended to meet the needs of asset managers, pension funds and other large investors. Tema and SemiAnalysis said they will release index methodology, fund specifications, ticker symbols, fee structures and launch dates ahead of any listings. No launch date, tickers or fee details were disclosed in the initial announcement.

Semiconductor chips are used in processors and memory that power AI models, servers in datacenters and networking equipment for cloud services. Industry segments such as design houses, contract manufacturers (foundries), equipment makers and materials suppliers can perform differently depending on technology cycles, capital spending and supply constraints. The firms said the ETF suite is intended to offer targeted exposure that reflects those distinctions.