10月9日，Roundhill Memory ETF盘中下跌5.05%，报56.98美元，成交额11.31亿美元。消息面上，东芝宣布投入600亿日元扩建菲律宾工厂、拟于2027财年前将AI数据中心HDD产能翻倍，引发市场对存储供给纪律松动的担忧，美股存储股集体承压。
此前希捷科技与西部数据已因该消息大幅下跌，板块情绪持续降温。与此同时，TrendForce数据显示四季度DRAM合约价涨势放缓，叠加长鑫科技349亿元扩产公告加剧远期供给预期，存储产业链估值面临阶段性重估压力。
Dataram开发、制造并销售用于网络服务器和工作站的大容量内存产品，为原始设备制造商提供定制内存设备及兼容内存。
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