Movement Alert｜Roundhill Memory ETF Overnight Rise 6.15%, Goldman Sachs Calls DRAM-NAND-HBM Super Cycle Still in Mid-Stage

Market Focus

Jun 08

On June 8, Roundhill Memory ETF rose 6.15% overnight, trading at $59.34/share, with trading volume of $39.41 million.

On the news front, multiple catalysts are driving memory sector strength. Goldman Sachs released a 41-page research report concluding that DRAM, NAND, and HBM supply-demand tightness in 2027 will exceed that of 2026, characterizing the current rally as the mid-stage of a super cycle rather than a peak. The firm noted server memory market size reached $449 billion in 2025, 7.4x the $60 billion level in 2017, with servers now accounting for approximately 50% of total DRAM demand.

Separately, analysis from Zheshang Securities indicates DRAM supply-demand gap stands at approximately 8% and NAND at roughly 5%, with tightness potentially extending through 2027. TSMC CEO C.C. Wei expressed strong confidence in multi-year growth driven by robust global AI and advanced semiconductor demand. The convergence of AI-driven structural demand growth, HBM reshaping capacity allocation, and extended delivery lead times stretching to one year has created sustained pricing momentum across the memory supply chain.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Goldman Sachs released a 41-page research report concluding that DRAM, NAND, and HBM supply-demand tightness in 2027 will exceed that of 2026, characterizing the current rally as the mid-stage of a super cycle rather than a peak. The firm noted server memory market size reached $449 billion in 2025, 7.4x the $60 billion level in 2017, with servers now accounting for approximately 50% of total DRAM demand.</p><p>Separately, analysis from Zheshang Securities indicates DRAM supply-demand gap stands at approximately 8% and NAND at roughly 5%, with tightness potentially extending through 2027. TSMC CEO C.C. Wei expressed strong confidence in multi-year growth driven by robust global AI and advanced semiconductor demand. 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