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DRAM - New memory ETF
Posted on 4/6/26 at 9:16 pm
Posted on 4/6/26 at 9:16 pm
There is a new memory ETF with the following weights:
Samsung Electronics: ~25%
Micron: ~24%
Sk Hynix: ~24%
Kioxia: ~5%
Sandisk: ~4.8%
Seagate: ~4.8%
Western Digital: 4.67%
0.65% expense ratio
This gives another option for exposure to Samsung and Sk Hynix besides EWY.
Samsung Electronics: ~25%
Micron: ~24%
Sk Hynix: ~24%
Kioxia: ~5%
Sandisk: ~4.8%
Seagate: ~4.8%
Western Digital: 4.67%
0.65% expense ratio
This gives another option for exposure to Samsung and Sk Hynix besides EWY.
1
Posted on 4/6/26 at 9:58 pm to AmIDonut
quote:
0.65% expense ratio
Hard to believe they can still charge that these days.
Feels like you are buying the top here. Open AI basically apparently is not going to buy half the worlds memory supply and saying their agreements with micron were not binding. Combine that with the number of data centers being delayed or cancel.
Memory has always been a cyclical business, not sure how much longer the up cycle will continue
This post was edited on 4/6/26 at 9:59 pm
Posted on 4/6/26 at 11:11 pm to UltimaParadox
Major shortage of memory for servers and AI workloads right now and it is only getting worse.
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