The Roundhill Memory ETF (DRAM) surged 5.03% during intraday trading on Thursday, reflecting a powerful rally in the memory chip sector.
The movement follows the release of data showing South Korea's DRAM exports for the first 20 days of May soared 498% year-on-year, serving as a direct indicator of the intense global investment in AI infrastructure. Concurrently, industry analysis indicates memory prices are projected to continue rising in the second quarter, with DRAM and NAND flash supply remaining tight due to capacity allocation towards high-value AI products.
This price environment is part of a broader super-cycle for memory chips, fueled by AI computing demand. The surge was also mirrored in related equities, with major U.S. storage chip stocks advancing and South Korean memory giants like Samsung Electronics and SK Hynix posting significant gains.
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