---
title: "AI Needs MemoryâThis New DRAM ETF Is All In On Micron, Samsung And Sandisk"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281578483.md"
description: "Roundhill Investments has launched the Roundhill Memory ETF, targeting companies in the semiconductor memory sector, including DRAM, HBM, NAND flash, and SSD. This ETF aims to address the growing demand for memory chips essential for AI infrastructure, which are seen as bottlenecks in AI development. Major holdings include Samsung, SK hynix, and Micron, with a focus on firms that supply critical components for AI workloads. The ETF offers concentrated exposure, differing from broader semiconductor funds, and reflects the industry's geographic concentration across Asia and the U.S."
datetime: "2026-04-02T21:14:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281578483.md)
  - [en](https://longbridge.com/en/news/281578483.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281578483.md)
---

# AI Needs MemoryâThis New DRAM ETF Is All In On Micron, Samsung And Sandisk

**Roundhill Investments** has rolled out the **Roundhill Memory ETF** , a new thematic fund designed to capture growing investor interest in the **semiconductor memory** segment powering **artificial intelligence (AI) infrastructure**. The ETF focuses specifically on companies producing DRAM, high-bandwidth memory (HBM), NAND flash, and solid-state storage—components increasingly seen as bottlenecks in scaling **AI workloads**.

The launch comes as **memory chips** move to the forefront of the **AI buildout**, with demand surging alongside large-scale training and inference needs. Unlike broad **semiconductor** funds, DRAM aims to provide concentrated exposure to firms supplying this critical layer of the AI stack, which CEO **Dave Mazza** described as a "key constraint" on AI development as models grow more complex.

**Key Features of the Roundhill Memory ETF (DRAM):**

-   **Pure-play memory exposure:** Targets companies across DRAM, HBM, NAND flash, and SSD ecosystems rather than diversified chipmakers
-   **Top allocation:** Major holdings include **Samsung Electronics Co Ltd ( SSNLF )** (25%), **SK hynix** (24%), **Micron Technology Inc** (24%), **SanDisk Corp ( SNDK )** (4.66%), and **Western Digital Corp ( WDC )** (4.64%)
-   **Global footprint:** Portfolio spans key memory producers across Asia and the U.S., reflecting the industry's geographic concentration
-   **AI-driven thesis:** Built around rising memory demand tied to data-intensive AI training and inference workloads
-   **Complement to broad chip ETFs:** Offers targeted exposure that differs from diversified semiconductor funds, which dilute memory-specific upside

Holdings also include players like **Seagate Technology Holdings PLC ( STX )** and **Kioxia Holdings Corp ( KXHCF )** , with allocations subject to change.

_Image: Shutterstock_

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