Roundhill Launches DRAM ETF to Capitalise on AI Memory Demand
New fund offers targeted exposure to memory semiconductor leaders powering next-generation AI infrastructure
Roundhill Investments, an ETF sponsor focused on innovative financial products, announced the launch of the Roundhill Memory ETF (Ticker: DRAM).
DRAM seeks to provide investors with targeted exposure to global companies operating within the memory segment of the semiconductor industry, including manufacturers of DRAM, High-Bandwidth Memory (HBM), NAND flash, and solid-state storage devices (SSD). Memory semiconductors have emerged as a critical and increasingly constrained resource within the AI infrastructure buildout, as the computational demands of large-scale AI training and inference continue to expand.
The Fund's holdings as of 4/1/2026:
|
COMPANY NAME
|
% WEIGHT
|
|
Samsung Electronics Co Ltd
|
24.99 %
|
|
SK hynix Inc
|
24.22 %
|
|
Micron Technology Inc
|
23.83 %
|
|
Kioxia Holdings Corp
|
4.87 %
|
|
Sandisk Corp/DE
|
4.66 %
|
|
Western Digital Corp
|
4.64 %
|
|
Seagate Technology Holdings PLC
|
4.49 %
|
|
Nanya Technology Corp
|
3.95 %
|
|
Winbond Electronics Corp
|
2.35 %
|
Holdings are subject to change.
"Memory is moving to the center of the AI ecosystem," said Dave Mazza, CEO of Roundhill Investments. "As AI scales in size and complexity, the demand for high-performance memory has become a key constraint on the pace of AI development. DRAM is designed to give investors targeted exposure to the companies supplying that layer of the AI stack, in a way broad semiconductor funds simply do not."
