Roundhill Memory ETF Nears Split After 78% Surge and $10 Billion Asset Haul
Updated
Updated · The Motley Fool · Jul 2
Roundhill Memory ETF Nears Split After 78% Surge and $10 Billion Asset Haul
3 articles · Updated · The Motley Fool · Jul 2
Summary
$81 at its peak from a $26 April 2 launch has put Roundhill's DRAM ETF on a path where a share split later this year looks likely, after a record-fast climb in both price and assets.
Nearly $10 billion flowed into the fund in less than 45 days as investors chased AI memory exposure, with demand for high-bandwidth memory chips outstripping supply and lifting prices across the sector.
About 80% of the ETF sits in four companies—Micron, SK Hynix, Samsung Electronics and Sandisk—making it a concentrated wager on the memory supply chain rather than a broad tech fund.
SK Hynix has risen roughly 300% this year and Samsung about 195%, reflecting a structural AI trend in which larger models and inference workloads require more HBM per accelerator, even as memory's cyclical risks remain.