Tema ETFs and SemiAnalysis Partner to Launch Research-Driven Semiconductor and AI Infrastructure ETFs
Exclusive collaboration will develop a new suite of institutional-grade ETFs offering targeted exposure across the semiconductor value chain, backed by SemiAnalysis’ expertise in AI, chips and data centre infrastructure.
Tema ETFs (“Tema”), a leader in institutional-quality and actively managed exchange-traded funds, announced an exclusive ETF partnership with SemiAnalysis, the leading independent research firm specialising in semiconductors and AI infrastructure, founded by Dylan Patel.
Through the partnership, Tema and SemiAnalysis will launch the first suite of institutional-grade, research-driven ETF solutions spanning the entire semiconductor value chain.
“Tema focuses on category-leading ETF solutions in dynamic areas where deep expertise matters, including semiconductors, which are core to the AI infrastructure buildout,” said Maurits Pot, Founder and CEO of Tema. “This partnership with SemiAnalysis enables Tema to deliver rigorous client-centric solutions in one of the fastest-growing, yet technically most complex and innovative investment areas.”
“SemiAnalysis is deeply specialised in AI, semiconductor, datacenter and cloud infrastructure intelligence and research globally," said Dylan Patel, SemiAnalysis Founder and CEO. "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."
