semiconductor / news / / Benzinga
The Roundhill Memory ETF (BATS:DRAM) has surged 90%, rapidly accumulating over $6.25 billion in assets.
The Roundhill Memory ETF (DRAM) has surged 90% since its April 2026 launch, surpassing $6.25 billion in assets.
KEY POINTS
- Global high-bandwidth memory supply is now the main bottleneck for AI infrastructure development.
- Micron's data center revenue has grown from 15% to 65% of its total business in just a few years.
- Major memory chipmakers are shifting to long-term, multi-year supply contracts due to persistent shortages.
COMPANIES
Summarized by Newsio from Benzinga. How we summarize →