DISK

$Tema Memory ETF(DISK.US) and $Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) both fell around ten percentage points today, and $Murata Manufacturing(MRAAY.US) also dropped over nine points—the semiconductor chain's pullback is equally evident in packaging tools and upstream components.

These thematic ETFs and passive components themselves lack individual stock catalysts; the decline essentially equals the sum of component stock sentiment, representing high-beta profit-taking at the sector level. If you want to use them for semiconductor exposure, you need to understand that this wave is a drop in valuation and sentiment, not a problem with industrial demand.