On June 11, Roundhill Memory ETF rose 5.39% in regular trading, trading at $60.485/share, with trading volume of $561 million.
On the news front, fresh industry data revealed that global NAND flash sales surged 90% quarter-over-quarter in Q1, while DRAM sales jumped 80% QoQ and 260% year-over-year, signaling exceptional sector-wide momentum. The memory chip upcycle has been driven by a persistent supply-demand imbalance: AI server deployments require 8-10x the DRAM of conventional servers, and HBM demand surged 300% last year. Meanwhile, leading manufacturers Samsung, SK Hynix, and Micron have shifted advanced capacity toward high-margin HBM products, squeezing supply for consumer-grade DRAM and NAND and pushing contract prices sharply higher.
Q1 DRAM contract prices rose over 90% while NAND contract prices climbed 55-60%, with HBM pricing up more than 200%. Industry observers expect the pricing upcycle to persist through the full year, underpinning strong revenue growth across the memory supply chain and supporting bullish sentiment toward memory-focused investment vehicles.
(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.)
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