The world's first memory-themed ETF officially launched; Samsung, SK Hynix, and Micron have a combined weight of over 73%.

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The global capital markets have welcomed the world’s first exchange-traded fund focused on the memory semiconductor sector, creating a new path for investors to directly access the core AI infrastructure track.

On Thursday, U.S. ETF issuer Roundhill Investments announced the launch of the Roundhill Memory ETF, making it the world’s first ETF centered on memory semiconductors. The fund covers leading global companies in segments such as DRAM, High Bandwidth Memory (HBM), NAND Flash, and Solid State Drives (SSD), directly tying into the most intensive hardware segment of current AI computing power expansion.

According to holdings data as of April 1, Samsung Electronics, SK Hynix, and Micron Technology hold the top three weights at roughly 25%, 24.2%, and 23.8%, respectively, together accounting for over 73% of the fund’s total weight. The fund’s disclosed holdings for the same day also include industry chain companies such as Kioxia Holdings, Sandisk, Western Digital, Seagate Technology, Nanya Technology, and Winbond Electronics.

In scenarios involving AI large model training and inference, these products are experiencing their peak demand cycle. HBM, being the key interface between GPUs and memory, has become an indispensable component of advanced AI accelerators, and its tight supply continues to strengthen the bargaining power of relevant manufacturers.

Three Giants Dominate the Portfolio Structure

Roundhill Investments stated in its announcement that, with the ongoing expansion of AI training and inference computing power needs, memory semiconductors have become an increasingly scarce core resource in AI infrastructure development.

Dave Mazza, CEO of Roundhill Investments, said: “Memory is moving to the core of the AI ecosystem. As AI expands in scale and complexity, the need for high-performance memory has become a key bottleneck restricting AI development speed. The design of DRAM is precisely to enable investors to target suppliers in this AI technology stack layer, which broad-based semiconductor funds cannot offer.”

Looking at portfolio distribution, while the fund concentrates exposure on industry leaders, it also maintains diverse coverage across the memory industry chain. Samsung Electronics (24.99%), SK Hynix (24.22%), and Micron Technology (23.83%) together make up 72.04% of the fund, forming its absolute core.

The remaining holdings are spread across Kioxia Holdings (4.87%), Sandisk (4.66%), Western Digital (4.64%), Seagate Technology (4.49%), Nanya Technology (3.95%), and Winbond Electronics (2.35%).

Founded in 2018, Roundhill Investments is an SEC-registered investment advisor focused on innovative ETF products. Its product line covers thematic stocks, option yield, and trading tools. The team has issued over one hundred ETFs to date, several of which are global firsts.

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