Movement Alert|Roundhill Memory ETF Rises 5.16% in Regular Trading, Multiple Tailwinds Reinforce Memory Chip Supply Squeeze

Market Focus
08/13

On August 13, Roundhill Memory ETF rose 5.16% in regular trading, trading at $57.689/share, with turnover of $2.51 billion. Multiple bullish catalysts converged to propel the memory chip sector higher.

On the news front, a brokerage report stated Samsung and SK Hynix are deeply undervalued, projecting their combined operating profit to approach 1,000 trillion won next year. Simultaneously, Counterpoint Research released Q2 data showing YMTC surpassed Kioxia with a 14% shipment share to become the world's third-largest NAND supplier, further confirming robust industry demand. Additionally, all three major DRAM manufacturers have sold out their capacity through 2027, holding $94 billion in prepayment contracts locked through 2030. SK Hynix announced a $38.4 billion investment to build two new wafer fabs for HBM and next-generation DRAM expansion.

Institutions broadly view this memory upcycle as a structural shift driven by AI rather than a traditional short-cycle fluctuation, with memory prices already near 2007 levels and AI demand growth far outpacing capacity expansion.

(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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