Roundhill Memory ETF

DRAM

Market cap $274M

Roundhill's new fund is worth noting for three reasons. The requirement that 50% of revenue come from the memory segment ensures that you are investing in actual manufacturers rather than diversified holding companies. The DRAM and NAND shortages in 2026 and the growth of the semiconductor market to $830 billion are creating a favorable environment for rising prices.

The Roundhill Memory ETF is fresh on the scene. It's the first ETF dedicated to memory semiconductor stocks.

The explosive growth of artificial intelligence (AI) over the past few years has resulted in a rather crowded field of semiconductor stocks. And while companies like NVIDIA NASDAQ: NVDA have taken much of the limelight, other, less-recognized names have generated gains that dwarf those of the Magnificent Seven mainstay.

“If history is a guide, this is precisely the time you want to be selling memory-exposed names,” market technician says.