What is DRAM?
The Roundhill Memory ETF (ticker DRAM) is an exchange-traded fund that offers exposure to global companies in the memory segment of the semiconductor industry, including manufacturers of DRAM, HBM, NAND flash, and SSDs. The supplied material tracks supply-demand dynamics and pricing trends for DRAM alongside NAND flash memory.
Release history
- Jun 2026 - Ryan Detrick said supply-demand conditions for DRAM and NAND are expected to remain tight beyond calendar 2027.
- Jun 2026 - Michael Batnick noted that the Roundhill Memory ETF (ticker DRAM) surpassed $10 billion in assets under management in 35 days, the fastest in ETF history.
- Jun 2026 - Patrick O’Shaughnessy stated that they are 30% short all these things, referring to DRAM and related assets.
- Jul 2026 - Russell Clark said generic DRAM and NAND are now priced like Nvidia chips.
- Aug 2026 - Jon Y said the design philosophy is that many slower channels will beat a few fast ones.
In the discourse
Attributed discussion of DRAM.
Micron expects supply-demand conditions for both DRAM and NAND to remain tight beyond calendar year 2027.
“We now expect supply demand conditions for both DRAM and NAND to remain tight beyond calendar 2027.”Ryan Detrick · 26 Jun 2026
Roundhill Memory ETF (ticker DRAM) hit $10 billion in AUM in just 35 days, the fastest ramp in ETF history, signaling explosive retail demand for memory and AI chip exposure.
“The Round Memory ETF ticker drram surpassed $10 billion in assets under management in only 35 days, faster than any ETF in history.”Michael Batnick · 3 Jun 2026
HBM achieves higher total bandwidth by stacking many wide, slower DRAM channels rather than pushing a few channels to extreme speed.
“The design philosophy is that many slower channels will beat a few fast ones.”Jon Y · 13 Aug 2026
DRAM, NAND, and PCB supply is running roughly 30% below current demand.
“We're already like 30, we're 30% short all these things as we are now.”Patrick O'Shaughnessy · 9 Jun 2026
Generic DRAM and NAND chips are now priced at levels comparable to Nvidia chips, signaling acute memory market tightness.
“The generic like DRAM, NAND now priced like Nvidia chips.”Russell Clark · 22 Jul 2026