Roundhill Memory ETF Nears Split After Surging From $26 to Over $81
Updated
Updated · The Motley Fool · Jul 2
Roundhill Memory ETF Nears Split After Surging From $26 to Over $81
3 articles · Updated · The Motley Fool · Jul 2
Summary
Roundhill’s DRAM ETF, launched April 2, has climbed from about $26 to more than $81 at its peak and gathered nearly $10 billion in under 45 days, setting up a likely share split later this year.
The surge tracks booming demand for high-bandwidth memory used in AI accelerators, where supply still cannot keep pace and rising prices have lifted memory-chip makers.
About 80% of the fund sits in four companies—Micron, SK Hynix, Samsung Electronics and Sandisk—with Micron and the two Korean giants making up almost all of the portfolio.
SK Hynix is up roughly 300% this year and Samsung about 195%, underscoring the concentrated bet DRAM offers on AI memory rather than broad tech exposure.
That focus gives U.S. investors a simple way to play AI infrastructure, but it also leaves the ETF exposed to memory-industry cyclicality if new supply eventually squeezes margins.