Movement Alert|Roundhill Memory ETF Rises 5.01% Overnight, Global Memory Chip Supply Shortage Reaches 15-Year Extreme

Market Focus
Jun 09

On June 9, Roundhill Memory ETF rose 5.01% overnight, trading at $63.35/share, with trading volume of $60.9958 million.

On the news front, the global memory chip industry is experiencing its most severe supply shortage in nearly 15 years, with DRAM supply gap at approximately 8% and NAND gap at roughly 5%. The tight supply situation is expected to persist through 2027. Major manufacturers including Samsung, Micron, and SK Hynix have collectively raised prices, with DRAM contract prices surging 15%-30% or more. Institutions have revised Q1 DRAM contract price increases upward to 90%-95% quarter-over-quarter. UBS recently raised Micron's target price to $1,625, while SK Hynix's U.S. listing roadshow received extremely positive feedback. The World Semiconductor Trade Statistics organization forecasts memory chip revenue will surge 249.5% year-over-year, surpassing $800 billion. Analysts characterize this AI-driven memory upcycle as a once-in-20-years event, with supply-demand imbalance expected to sustain pricing strength.

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