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HANetf Lists Memory and AI Power ETFs in Mexico

Two thematic ETFs tied to memory chips and AI infrastructure now trade on the Bolsa Mexicana de Valores.

Updated on Nov. 4, 2026 in Semiconductors

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HANetf listed two thematic ETFs tracking memory chips and AI power infrastructure on Mexico's Bolsa Mexicana de Valores, lifting its Mexican product count to 14. AI Illustration. Upload story photo >

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HANetf has listed the Defiance Memory UCITS ETF (DRAM) and the Defiance AI & Power Infrastructure UCITS ETF (AIPO) on the Bolsa Mexicana de Valores, lifting its product count in Mexico to 14. The funds track memory-chip and AI infrastructure themes that have drawn strong investor demand in the United States.

Why it matters

Demand from AI, cloud computing and data centres is absorbing a growing share of advanced memory capacity, and manufacturers are prioritising higher-margin high-bandwidth and server-grade DRAM. The listings give Mexican investors a regulated route into these themes as the sector's capital needs expand.

The largest U.S.-listed memory ETF held about USD19.1 billion as of October 29, 2026, after nearly USD10 billion in net assets within 45 days of its April launch. Gartner expects DRAM prices to rise 125 per cent by the end of 2026, though the stub does not report how the Mexican funds have traded since listing.

The players

HANetf

HANetf is a European exchange-traded fund issuer that has expanded its product range across Europe and Latin America.

Defiance ETFs

Defiance ETFs is a U.S. issuer of thematic funds focused on emerging technology and infrastructure themes.

The details

HANetf listed the Defiance Memory UCITS ETF and the Defiance AI & Power Infrastructure UCITS ETF on the Bolsa Mexicana de Valores, the first exchange listings of these products in Mexico. The AIPO fund is based on Defiance's U.S.-listed ETF, which won Best New Thematic ETF at the etf.com Awards 2026 and has grown more than USD800 million in assets since its July 2025 launch.

Timeline

  1. - July 2025: U.S.-listed AIPO ETF launched.

  2. - April 2026: U.S.-listed memory ETF launched.

  3. - June 2026: Defiance Memory UCITS ETF launched in Europe.

  4. - October 29, 2026: U.S.-listed memory ETF held USD19.1 billion.

  5. - November 4, 2026: HANetf listed both ETFs in Mexico.

The Tech Race

The listings extend a memory and AI-infrastructure investment wave that accelerated after the U.S. memory ETF's April 2026 launch. Gartner's forecast of a 125 per cent DRAM price rise by the end of 2026 signals how strongly capacity is being pulled toward AI and data-centre demand.

Investors in Mexico can now buy these thematic funds through the local exchange rather than foreign platforms. Because the products are concentrated in memory chips and AI infrastructure, their value will track sector cycles closely, so position size matters.

The takeaway

Thematic ETFs concentrate exposure in a single fast-moving sector, so the listings suit investors who already understand semiconductor cycles. Reviewing fund fees and holdings before buying is a practical first step.

Further reading

For broader context on the chip supply pressures behind these funds, see Semiconductors.

Source note: This article includes information reported by ETF Express.

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