On June 8, Roundhill Memory ETF rose 8.84% in regular trading, trading at $60.365/share, with trading volume of $750 million.

On the news front, the global storage chip industry is experiencing its most severe supply shortage in nearly 15 years, with DRAM, NAND, and HBM supply-demand gaps reaching 4.9%, 4.2%, and 5.1% respectively — all at the highest levels since 2011. Samsung, Micron, and other major manufacturers collectively raised prices, with DRAM contract prices up 15%-30%. Q2 DRAM contract prices surged 52%-63% quarter-over-quarter, while NAND posted gains exceeding 70%, marking the largest single-quarter increase in a decade.

The structural driver behind the rally is AI server demand reshaping storage economics. Single AI servers consume 8-10x the DRAM of traditional servers, and global AI server shipments are projected to reach 1.5 million units with 180% year-over-year growth. HBM consumes 2.5-3x the wafer capacity of conventional DRAM, further constraining supply. Goldman Sachs projects the storage shortage cycle will persist through at least 2028, with supply-demand tightness potentially worsening next year.

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