AI Memory Stocks Surge as New ETF Enables $100 Entry

Rising demand for artificial‑intelligence workloads has created a memory bottleneck, driving rapid price gains for NAND and DRAM manufacturers. Companies such as Micron Technology, SK Hynix, Samsung Electronics, Kioxia Holdings and Sandisk have seen their high‑bandwidth memory capacity sold out for 2026, boosting revenues and stock prices.

To give investors targeted exposure, Roundhill launched the Roundhill Memory ETF (DRAM) on April 2 2026. The actively managed fund holds 15 memory‑focused stocks, with the top five accounting for 94% of the portfolio: Micron (26.96%), SK Hynix (26.15%), Samsung (18.30%), Kioxia (8.52%) and Sandisk (5.46%). The ETF trades around $72 per share, carries a 0.65% expense ratio, and has risen 156% since inception. With a $100 investment, investors can acquire fractional shares, gaining broad exposure to the AI‑driven memory market while limiting capital at risk.