Roundhill Memory ETF Reaches $9.8 Billion in 43 Days as AI Chip Bottleneck Fuels Demand
Updated
Updated · CNBC · May 15
Roundhill Memory ETF Reaches $9.8 Billion in 43 Days as AI Chip Bottleneck Fuels Demand
1 articles · Updated · CNBC · May 15
$9.8 billion flowed into Roundhill Memory ETF in 43 days, making DRAM the fastest-growing ETF on record, according to TMX VettaFi.
Roundhill says investors are targeting high-bandwidth memory makers because a small supplier base has created a supply-demand imbalance at the center of AI data-center expansion.
That imbalance could last into 2028, CEO Dave Mazza said, while Citi argued the rally is still supported by earnings revisions rising six- to eightfold over the next few years.
TMX VettaFi called the adoption surprising because memory-stock demand had not shown the pent-up appetite seen in bitcoin ETFs; despite Friday pressure, DRAM remains up more than 80% since launch.
With environmental backlash mounting against massive AI data centers, could regulatory limits derail the explosive growth behind the DRAM ETF?
Could the AI-driven memory chip shortage spark a new tech bubble, or is this a lasting shift in the semiconductor industry?
$1 Billion in 10 Days: DRAM ETF’s Meteoric Rise Amid the AI Memory Shortage
Overview
The Roundhill Memory ETF (DRAM), launched in April 2026, quickly became a standout in the investment world by tapping into the booming AI-driven semiconductor market. Its unique focus on memory chips attracted strong interest, especially from retail traders eager to benefit from the AI infrastructure surge. DRAM’s rapid growth was remarkable, reaching $1 billion in assets within just 10 trading days. This success highlights how investors were seeking a dedicated way to access the memory sector, making DRAM a poster child for the new wave of AI-related investment opportunities.