News
New memory-focused ETF with ticker DRAM begins trading with heavy exposure to Samsung, SK Hynix, and Micron
Thursday, April 2, 2026 at 10:24 AM
A new exchange-traded fund with the ticker 'DRAM' has launched, focusing significantly on the top three global memory semiconductor manufacturers: Samsung Electronics, SK Hynix, and Micron Technology.
Context
The Roundhill Memory ETF (DRAM) officially began trading on April 2, 2026, offering investors a concentrated vehicle to track the global memory chip industry. This launch follows a period of extreme supply tightness where roughly 93% of the world’s DRAM output was controlled by just three players: Samsung Electronics, SK Hynix, and Micron Technology. With three-quarters of the fund’s portfolio dedicated to these 'Big 3,' the ETF serves as a pure-play bet on the high-bandwidth memory (HBM) cycle essential for generative AI scaling.
The timing of the fund’s debut coincides with a projected 26% expansion in global semiconductor revenue for 2026, expected to reach $975 billion. Market dynamics have shifted aggressively as firms like Micron recently exited consumer brands to focus entirely on enterprise AI demand. With SK Hynix recently overtaking Samsung in DRAM market share due to its Nvidia supply lead, the DRAM ETF provides a liquid instrument for navigating the volatility of this critical technological bottleneck.
Sources (10)
Post-effective amendment [Rule 485(a)] Open documentMicron makes aggressive HBM push to challenge Samsung, SK - The Korea HeraldGlobal DRAM and HBM Market Share: QuarterlyRoundhill ETF Trust[PDF] ROUNDHILL ETF TRUST - OTC Markets442580 - Hanwha ARIRANG Global DRAM iSelect ETF (KRW), KR7442580007 | CbondsBUZZ Investing: Macro Recalibration and Valuation Discipline Shape Performance | VanEck[PDF] AI Tailwinds and Memory Shortages - Nasdaq Global Index Watch
Related Companies
SK Hynix
000660
Micron
MU
Samsung Electronics
005930