Stock Track | Roundhill Memory ETF Soars 5.02% in Night Session on AI-Driven Memory Demand and Supply Constraints

Stock Track10:49

Roundhill Memory ETF (DRAM) surged 5.02% during the night session, reflecting strong investor optimism toward the memory chip sector.

The rally comes as analysts highlight a robust outlook for memory chip manufacturers. Samsung Electronics, a key holding in memory-focused ETFs, is expected to maintain strong earnings momentum due to higher memory prices driven by AI server demand and ongoing supply constraints. An analyst note raised Samsung's 2026-2027 EPS forecasts significantly, citing multiyear chip-supply agreements and management's view that memory shortages could persist through 2027.

Additional positive sentiment stems from Samsung's recent business developments, including securing a major optical module client. The company's better-than-expected quarterly performance was previously attributed to demand for AI servers and memory chip shortages, reinforcing the sector's growth narrative.

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