On June 11, Roundhill Memory ETF rose 5.25% in pre-market trading, trading at $60.27/share with trading volume of $7.11 million. The rally is driven by TrendForce's dramatic upward revision of global memory contract price forecasts, signaling a structural super-cycle in the storage industry.
TrendForce raised its DRAM quarterly price increase forecast from 55-60% to 90-95%, nearly doubling quarter-over-quarter, while NAND flash was revised from 33-38% to 55-60% — both setting 15-year records. DDR4 8Gb spot prices have surpassed $20, an all-time high. Major cloud providers including Google, Microsoft, and Amazon are aggressively locking capacity, creating structural supply shortages. Q2 DRAM contract prices are expected to rise 58-63% sequentially, with NAND at 70-75%, underpinned by AI infrastructure demand rather than traditional consumer electronics cycles. The agency indicated further price upside remains possible.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
Comments