Tema Launches First-Ever MLCC & Power Semiconductor ETF (PSOX)

PSOX offers targeted exposure to hard-to-access global leaders addressing AI’s emerging power bottlenecks.

NEW YORK--(BUSINESS WIRE)-- Tema ETFs (“Tema”), a leader in actively managed exchange-traded funds, today announced the launch of the Tema MLCC & PowerSemi ETF (PSOX), the first ETF of its kind.

Multi-layer ceramic capacitors (MLCCs), which regulate and stabilize power, and power semiconductors, which convert and control electricity, are becoming critical bottlenecks to AI infrastructure. As AI server power requirements rise, MLCC demand is forecast to grow 5x by 2027,1 while the future shift toward 800V DC architectures could drive power semiconductor content per rack more than 11x higher.2 PSOX delivers exposure to the global leaders positioned to benefit from this buildout in a single ETF, including key suppliers in Korea, Taiwan, and Japan that can be difficult for U.S. investors to access directly.

“Power is becoming a defining constraint on AI infrastructure, creating opportunities across a highly specialized global supply chain,” said Yuri Khodjamirian, CFA, Chief Investment Officer of Tema ETFs. “PSOX offers investors the first MLCC and power semiconductor ETF designed to access global leaders in the space that can otherwise be difficult to own.”

PSOX is an extension of Tema’s exclusive partnership with SemiAnalysis, combining Tema’s active investment acumen with SemiAnalysis’ deep research expertise in semiconductors and AI infrastructure.

Fund Facts: Tema MLCC & PowerSemi ETF

Top 10 Holdings

Sources

1 SemiAnalysis, 2026

2 Mirae Asset Securities, June 2026.

About Tema ETFs

Tema builds ETFs for a range of market environments, offering structural growth and durable core solutions. Founded in 2022, Tema is backed by Index Ventures, Accel Partners, and over a dozen financial services CEOs.

Risk Information

Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus or summary prospectus, which may be obtained by visiting temaetfs.com/PSOX. Read the prospectus carefully before investing.

Investing involves risk including possible loss of principal. There is no guarantee the fund's investment strategy will be successful.

Sector Focus Risk: The Fund may invest a significant portion of its assets in one or more sectors and thus will be more susceptible to the risks affecting those sectors than funds that have more diversified holdings across a number of sectors. The Fund anticipates that it may be subject to some or all of the risks described below.

Semiconductor Companies Risk: The Fund invests in companies primarily involved in the development, design, distribution, manufacture and sale of semiconductors. Semiconductor companies are significantly affected by rapid obsolescence, intense competition and global demand. The Fund is also subject to the risk that the securities of such issuers may underperform the market as a whole due to legislative or regulatory changes. The prices of securities of semiconductor companies may fluctuate widely in response to such events.

Information Technology Sector Risk: Information technology companies face intense competition, both domestically and internationally, which may have an adverse effect on their profit margins. Like other technology companies, information technology companies may have limited product lines, markets, financial resources or personnel. Companies in the information technology sector are heavily dependent on patent and intellectual property rights. The loss or impairment of any of these rights may adversely affect the profitability of these companies or the Fund’s performance.

Tema ETFs LLC serves as the investment adviser to Tema MLCC & Power Semiconductor ETF (the “Fund”), and Tidal Investments LLC serves as a sub-adviser to the Fund. The Fund is distributed by Vigilant Distributors, LLC, which is not affiliated with Tema ETFs LLC nor Tidal Investments LLC. Check the background of Vigilant Distributors, LLC on FINRA’s BrokerCheck.

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Media Contact
Steve Munroe
[email protected]

Source: Tema ETFs

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