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

Article summary

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.