The engine of ETF innovation is firing on all cylinders. As the second quarter gains momentum, the industry is on a record-setting pace for both launches and inflows.
Around the world, rampant demand for compute to feed the AI revolution has taken a toll on memory manufacturers. Already, global gaming and computing industries were straining supply, but now, with the AI hyperscalers looking anywhere for processing power and compute, that supply is now in shortage territory.
Roundhill's new fund is worth noting for three reasons. The requirement that 50% of revenue come from the memory segment ensures that you are investing in actual manufacturers rather than diversified holding companies. The DRAM and NAND shortages in 2026 and the growth of the semiconductor market to $830 billion are creating a favorable environment for rising prices.