Meet the Unstoppable Memory ETF With 74.7% of Its Portfolio Parked in Micron, Samsung, and SK Hynix

The Roundhill Memory ETF (DRAM) has surged 121% since launching in April 2026, driven by strong demand for high-bandwidth memory chips used in AI data centers. However, the ETF is heavily concentrated in three stocks—Micron, Samsung, and SK Hynix—which account for 74.7% of its portfolio. While these companies currently benefit from a memory shortage, analysts warn the boom may be temporary due to reduced AI spending and upcoming supply increases that could crash prices.