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New Memory ETF DRAM Hits $1 Billion in Days Since Launch
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.
Etftrends | 5 months ago
DRAM: High Concentration For Hyper-Growth In The 2026 Memory Cycle
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.
Seekingalpha | 5 months ago
