--- title: "World's First Memory-Themed ETF Officially Launched, Samsung, SK Hynix, and Micron Combined Weight Exceeds 73%" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/281843581.md" description: "Roundhill launches the first ETF focused on memory semiconductors, opening a new track for AI infrastructure investment. Samsung Electronics, SK Hynix, and Micron Technology rank as the top three with weights of approximately 25%, 24.2%, and 23.8% respectively, collectively accounting for over 73% of the fund's total weight. The fund's holdings disclosed on the same day also include companies in the storage industry chain such as Kioxia Holdings, Sandisk, Western Digital, Seagate Technology, Nanya Technology, and Winbond Electronics" datetime: "2026-04-07T07:31:42.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281843581.md) - [en](https://longbridge.com/en/news/281843581.md) - [zh-HK](https://longbridge.com/zh-HK/news/281843581.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/281843581.md) | [English](https://longbridge.com/en/news/281843581.md) # World's First Memory-Themed ETF Officially Launched, Samsung, SK Hynix, and Micron Combined Weight Exceeds 73% The global capital market welcomes the first exchange-traded fund focused on the memory semiconductor sector, opening a new path for investors to directly invest in the core track of AI infrastructure. US ETF issuer Roundhill Investments announced on Thursday the launch of the Roundhill Memory ETF, becoming the world's first ETF product with memory semiconductors as its theme. The fund covers global leading companies in segmented tracks such as DRAM, High Bandwidth Memory (HBM), NAND flash memory, and Solid State Drive (SSD) devices, directly corresponding to the hardware segment most intensely focused on current AI computing power expansion. According to holdings data as of April 1st, **Samsung Electronics, SK Hynix, and Micron Technology rank as the top three with weights of approximately 25%, 24.2%, and 23.8% respectively, collectively accounting for over 73% of the fund's total weight.** The fund's holdings disclosed on the same day also include companies in the storage industry chain such as Kioxia Holdings, Sandisk, Western Digital, Seagate Technology, Nanya Technology, and Winbond Electronics. In the scenarios of AI large model training and inference, the aforementioned products are in the most vigorous demand cycle. HBM, as the key medium connecting GPUs and memory, has become an indispensable component for high-end AI accelerators, and the tight supply situation continues to push up the pricing power of related manufacturers. ## Three Giants Dominate Holdings Structure Roundhill Investments stated in its announcement that as the computing power demand for large-scale AI training and inference continues to expand, memory semiconductors have become an increasingly scarce core resource in AI infrastructure construction. Dave Mazza, CEO of Roundhill Investments, said, "Memory is moving to the core of the AI ecosystem. As the scale and complexity of AI increase, the demand for high-performance memory has become a key constraint on the speed of AI development. DRAM is designed to allow investors to strategically invest in suppliers at this layer of the AI technology stack, which is precisely what broad-based semiconductor funds cannot provide." From the perspective of holdings distribution, the fund concentrates exposure to leading companies while also covering the memory industry chain diversely. **Samsung Electronics (24.99%), SK Hynix (24.22%), and Micron Technology (23.83%) collectively account for 72.04% of the weight, forming the absolute core of the fund.** Other holdings are dispersed among Kioxia Holdings (4.87%), Sandisk (4.66%), Western Digital (4.64%), Seagate Technology (4.49%), Nanya Technology (3.95%), and Winbond Electronics (2.35%). Founded in 2018, Roundhill Investments is a US Securities and Exchange Commission-registered investment advisor focused on innovative ETF products. The company's product line covers thematic stocks, options income, and trading tools, and its team has cumulatively issued over a hundred ETFs, with many products being global firsts. ### 相關股票 - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md) ## 相關資訊與研究 - [AI Needs MemoryâThis New DRAM ETF Is All In On Micron, Samsung And Sandisk](https://longbridge.com/zh-HK/news/281578483.md) - [Kandou AI Raises $225M in Series A Funding](https://longbridge.com/zh-HK/news/281843861.md) - [The Next Big AI Winner Might Not Be a Tech Company](https://longbridge.com/zh-HK/news/281689441.md) - [Metallium completes US DoW Phase I research, meets milestones for gallium recovery from waste streams](https://longbridge.com/zh-HK/news/281915117.md) - [Napster is Evolving in the AI Era](https://longbridge.com/zh-HK/news/281749361.md)