6月15日，Roundhill Memory ETF盘中上涨7.2%，报69.275美元/股，成交额6.69亿美元。
消息面上，全球存储芯片巨头SK海力士宣布重大产能扩张计划，拟到2034年将芯片晶圆产能提高至目前的三倍，未来5年内产能翻一番，以满足人工智能发展对先进存储芯片的旺盛需求。SK集团董事长崔泰源透露，公司已将韩国龙仁市四座晶圆厂建设计划提前约十年，首阶段预计明年初完工，完成国内扩产后还计划在日本等海外地区设厂。此外，英伟达CEO黄仁勋此前公开表示SK海力士此前的产能翻倍计划仍然不够，敦促进一步扩产。当前存储芯片行业处于高景气周期，韩国5月DRAM出口额同比暴增369.8%，服务器级DDR5芯片单价远超黄金，行业供需紧张格局短期难以缓解。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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