The Roundhill Memory ETF (DRAM) soared 9.43% during Tuesday's intraday session, reflecting a significant rally in the memory semiconductor sector.
The sharp gain was primarily driven by a major technological advancement, as Samsung Electronics announced the successful development of the world's first 900-layer V-NAND prototype system. This breakthrough is expected to reshape flash memory competition and reinforce Samsung's market leadership, boosting sentiment across the entire memory chip industry.
Additionally, the rally reflects ongoing optimism around the accelerating global memory super cycle, which is being fueled by robust demand from artificial intelligence applications. The sector also received support from news of capacity expansion, as a Shenzhen Kaifa Technology subsidiary plans a 1.47 billion yuan investment to boost high-end memory chip packaging and testing capacity, responding to growing customer demand.