Tema ETFs has announced an exclusive ETF partnership with SemiAnalysis, an 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.
“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,” says Maurits Pot, Founder and CEO of Tema.
“SemiAnalysis is deeply specialised in AI, semiconductor, datacenter and cloud infrastructure intelligence and research globally.
“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,” says Dylan Patel, SemiAnalysis Founder and CEO.
