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Why 1 Little-Known ETF Is Riding the AI Chip Shortage

Written by Nathan Reiff. Publication Date: 6/2/2026.

Although much of the investor excitement around AI remains centered on major chatbot providers like Anthropic and OpenAI—or on data centers, which continue to proliferate rapidly—an underlying technology critical to the industry could help generate some of the biggest returns. AI-driven demand for memory chips continues to surge, even as the global supply shortage dubbed "RAMmageddon" persists.

With the global semiconductor memory market projected to grow at an 11.6% compound annual growth rate to $240 billion by 2030, one recent exchange-traded fund is positioned to capitalize on this unique high-demand, low-supply environment.

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The Roundhill Memory ETF (BATS: DRAM) launched in early April, but it has already surged to an incredible $12.8 billion in assets under management, making it one of the fastest-growing ETFs by AUM of all time. Interestingly, the fund has a highly focused portfolio of just about 18 names, which investors may want to watch closely as AI-driven memory demand continues to skyrocket.

A Closer Look at DRAM

A direct investment in DRAM may be a good option for many retail investors.

Despite its moderately high expense ratio of 0.65%, the fund boasts not only massive inflows but also an exceptionally active base of traders: it has a one-month average trading volume of about 32 million shares.

Over the last month, the fund has returned more than 60%.

While several of the top U.S.-listed holdings in DRAM's narrow portfolio actually have fairly significant downside potential—Western Digital Corp. (NASDAQ: WDC), for instance, has downside estimated at about 20%, while Micron Technology Inc. (NASDAQ: MU) is expected to fall by 40%—the two largest holdings are not listed on U.S. exchanges.

2 South Korean Firms Could Be Behind DRAM's Meteoric Rise

South Korean companies SK Hynix Inc. and Samsung Electronics Co (OTCMKTS: SSNLF) are the two largest holdings in DRAM's basket, representing about 27% and 20% of the portfolio, respectively.

SK Hynix in particular stands out for its rapid rise—the firm has seen its shares more than triple year-to-date (YTD) and recently reached the $1 trillion market capitalization milestone. Samsung's market value is already well above $1 trillion, having achieved that status earlier in May 2026.

SK Hynix is known as a maker of high-bandwidth memory chips used primarily in AI applications and is thriving as a key supplier to NVIDIA Corp. (NASDAQ: NVDA) and others leading the AI infrastructure buildout. With its latest share price surge, driven by a sharp increase in memory chip prices as demand remains strong, SK Hynix is one of three Asian companies to have a $1 trillion valuation.

Samsung is the largest memory chip maker in the world, despite being better known globally for its consumer electronics products. The firm has also positioned itself as a go-to supplier for major AI infrastructure companies in the United States and abroad as memory chip prices have soared.

The Benefits of DRAM

For investors keen to reap the rewards of these two South Korean companies, a direct investment from the United States is difficult. While an investment in depositary receipts may be possible, the easier path is an ETF. However, gaining sufficient exposure to SK Hynix or Samsung may require more than a simple total market fund or even a South Korea-focused ETF. The iShares MSCI South Korea ETF (NYSEARCA: EWY) does make SK Hynix and Samsung its two largest holdings.

Still, the breadth of industries represented across the rest of the portfolio may not appeal to investors seeking a specific focus on AI and memory chips.

This is where DRAM shines. While it does hold a handful of other memory chip makers, these stocks tend to have much smaller positions of 6% to 7% or lower. The main drivers in DRAM's basket are clearly SK Hynix and Samsung. Add to that the fact that the fund focuses exclusively on memory chip makers, and it becomes a compelling vehicle for investors seeking exposure to two high-flying South Korean names without sacrificing a focus on this high-growth industry.

Still, investors looking to play the AI theme have a host of other ETF options, including funds that hold either or both SK Hynix and/or Samsung. DRAM's recent launch and rapid rise in popularity make it stand out for now, but the fast-moving AI landscape means investors need to keep a close watch on the space.