AI & Enterprise
Bitcoin-like frenzy erupts as global money pours into AI memory ETF
Roundhill Investment’s memory semiconductor ETF, ticker DRAM, has drawn a large amount of investment in the shortest time on record, as demand for AI semiconductors surges. CNBC, citing TMX VettaFi, reported the ETF exceeded $9.8 billion in assets 43 days after launch. Market participants point to scarcity among high-bandwidth memory and specialised DRAM chip makers and to supply concentration. Roundhill said the memory shortage could last until at least 2028.
