Movement Alert|Roundhill Memory ETF Rises 5.1% Overnight, Samsung Electronics Q2 Earnings Beat Expectations as Memory Supply Shortage Expected Through 2028

Market Focus
07/31

On July 31, Roundhill Memory ETF rose 5.1% overnight, trading at $55.02/share, with turnover of $61.47 million.

On the news front, Samsung Electronics reported Q2 revenue of 171.50 trillion KRW, up 130% year-over-year, with operating profit of 89.49 trillion KRW, surging over 18-fold year-over-year and exceeding market expectations. The results were driven by robust AI-related demand for memory chips. Samsung simultaneously forecast that the global memory chip supply shortage will persist through 2028 and plans to lock in 60% to 70% of its DRAM and NAND capacity through five-year long-term agreements with rolling renewal clauses. The company expects server-centric demand to remain strong in the second half, with accelerating growth in HBM and enterprise SSD segments. TrendForce research corroborates this outlook, noting DRAM supply will remain tight due to HBM capacity displacement, while NAND may face loosening conditions in late 2027.

(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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