Roundhill Memory ETF has gained 85% since debut, topping $10B in assets in 30 days. SanDisk is a top holding in the fastest-growing ETF, benefiting from supply shortages that have pushed memory chip prices higher and are expected to persist into 2027.
Roundhill Memory ETF debuted on April 2 with a pure-play focus on DRAM and NAND chipmakers. It surged 85% in its first 30 trading days and amassed over $10 billion in assets, setting a record as the fastest-growing ETF in history.
SanDisk ranks among the ETF’s top five holdings alongside SK Hynix, Micron and Samsung Electronics. The ETF’s momentum has supported the company’s stock gains, amplifying investor focus on memory sector performance.
Global memory supply remains constrained as demand from AI data centers and consumer electronics outstrips capacity. Industry forecasts project tightness through 2027, underpinning elevated chip prices and profit margins but raising concerns over potential capacity expansions and engineering workarounds.
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