On August 12, Roundhill Memory ETF rose 7.94% in regular trading, trading at $54.36/share, with turnover of $565 million. Multiple bullish catalysts converged to drive the memory sector sharply higher.

On the news front, all three major DRAM manufacturers have fully sold out their 2027 capacity, holding $94 billion in prepayment contracts locked through 2030. SK Hynix announced a 54.3 trillion won (approximately $38.4 billion) investment to build two new wafer fabs in Yongin and Cheongju for HBM and next-generation DRAM production, with construction beginning in 2027. Meanwhile, memory prices have surged back to near-2007 levels, with DDR5 reaching approximately $90 per GB. AI-driven memory demand is growing at roughly 200% annually, far outpacing the approximately 20% annual capacity expansion rate. Additionally, YMTC entered the global top three in NAND shipments in Q2 with 14% share, further confirming robust industry demand. Institutions broadly view this upcycle as a structural AI-driven shift rather than a traditional short-cycle fluctuation, with industry momentum expected to persist.

(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.)