Exchange-Traded Fund
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AI Build-Up’s Biggest Bottleneck Fuels Record DRAM ETF Surge
The Roundhill Memory ETF (DRAM) has achieved record-breaking growth, amassing $9.8 billion in just 43 days. This surge is driven by investor recognition of memory chips as a critical bottleneck in AI development, creating a significant supply-demand imbalance projected to persist through 2028. The ETF’s rapid adoption highlights continued investor interest in thematic investments at the forefront of rapid growth, with strong earnings momentum supporting memory-focused equities.
