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EXCLUSIVE: Why TEMA ETF Is Buying China’s Memory Champion Without Selling Micron

BenzingaJul 27, 2026, 8:29 PMPiero Cingari

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 crucial distinction between commodity DRAM and high-bandwidth memory, where Micron, SK Hynix and Samsung still hold a formidable technological edge.

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benzinga
Observed
Jul 27, 2026, 8:29 PM
Checked
Jul 27, 2026, 8:29 PM
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Captured once, then retained as an archive reference
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