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Roundhill Investments Launches the First-Ever Memory ETF (Ticker: DRAM)

In a significant development for investors interested in the semiconductor market, Roundhill Investments has announced the launch of the Roundhill Memory ETF (Ticker: DRAM). This new ETF aims to provide investors with targeted exposure to companies dominating the memory segment of the semiconductor industry, which is becoming increasingly vital as artificial intelligence (AI) systems continue to develop and expand.

Understanding the Demand for Memory Semiconductors

As AI technology becomes more sophisticated, the demand for high-performance memory semiconductors is surging. These components play a crucial role in the AI infrastructure, handling the data-intensive tasks necessary for training and inference processes. The Roundhill Memory ETF seeks to capitalize on this growing sector by focusing on manufacturers of various memory technologies, including DRAM, High-Bandwidth Memory (HBM), NAND flash, and solid-state drives (SSDs).

ETF Holdings and Composition

As of April 1, 2026, the ETF holds a diversified portfolio, prominently featuring global giants that lead the memory industry:

• - Samsung Electronics Co. Ltd. - 24.99%
• - SK hynix Inc. - 24.22%
• - Micron Technology Inc. - 23.83%
• - Kioxia Holdings Corp. - 4.87%
• - Western Digital Corp. - 4.64%
• - Seagate Technology Holdings PLC - 4.49%
• - Other smaller holdings account for the remaining percentage.

These holdings reflect Roundhill's strategy to focus on industry leaders that are poised to benefit from the ongoing expansion in AI infrastructure.

Commentary from Leadership

Dave Mazza, the CEO of Roundhill Investments, emphasized the ETF's unique position within the market by stating, "Memory is moving to the center of the AI ecosystem. As AI scales in size and complexity, the demand for high-performance memory has become a key constraint on the pace of AI development. DRAM is designed to give investors targeted exposure to the companies supplying that layer of the AI stack, in a way broad semiconductor funds simply do not." This highlights the distinctive approach that Roundhill is taking compared to traditional semiconductor ETFs, which might not focus on the memory sector as intensely.

About Roundhill Investments

Founded in 2018, Roundhill Investments is an SEC-registered investment advisory firm that specializes in innovative exchange-traded funds (ETFs). With a focus on thematic equity, options income, and trading vehicles, Roundhill has established a reputation for launching unique financial products. The firm has overseen the introduction of more than 100 ETFs, including several innovative first-to-market offerings. Roundhill’s approach combines deep industry knowledge with a commitment to providing differentiated investment opportunities.

Investor Considerations

While investing in this ETF may present a unique opportunity, potential investors are urged to carefully consider the investment objectives, risks, and expenses involved. The memory semiconductor sector does face inherent risks; companies involved can experience fluctuations influenced by changing business cycles, global economic conditions, and technological advancements. Therefore, understanding these risks, particularly in sectors heavily reliant on innovation and intellectual property, is critical.

As the AI landscape continues to evolve, the launch of the Roundhill Memory ETF could equip investors with the tools to dynamically align their portfolios with one of the most consequential trends in technology today.