DRAM
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techGlobal Smartphone Market Poised for Record 14% Plunge in 2026
Smartphone shipments face worst decline ever due to memory chip shortages driven by AI demand and geopolitical tensions.
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techMicron CEO Warns Memory Chip Shortage to Stretch Beyond 2026
Micron CEO Sanjay Mehrotra sees memory chip shortage lasting beyond 2026 due to AI demand; record revenue but supply constrained.
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techMicron CEO Warns Memory Chip Shortage Could Extend Beyond 2026
Micron's CEO predicts DRAM and NAND shortages through 2027 due to AI demand. SK Hynix is also sold out, signaling a structural deficit.
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financeMemory ETF Surpasses $200M in Record Retail Buying Amid AI Boom
The Roundhill Memory ETF (DRAM) hit $200M in retail net buying in 27 trading days, fueled by soaring demand for high-bandwidth memory driven by AI.
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techApplied Materials Lifts Outlook on Soaring AI Chip Demand
Applied Materials raises guidance amid AI chip boom, beating earnings estimates and forecasting strong sales growth.
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financeThemes ETFs Files for Leveraged Version of Red-Hot DRAM Fund After 98% Surge
Themes ETFs seeks to launch a leveraged version of the Roundhill Memory ETF (DRAM), which surged 98% in six weeks, capturing 17% of all US stock ETF inflows.
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financeRoundhill's Memory ETF Becomes Fastest-Growing Fund Ever Amid Chip Frenzy
The Roundhill Memory ETF (DRAM) amassed $6B in five weeks, driven by retail investors seeking semiconductor exposure.
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techSandisk Soars on AI Demand, Secures $42 Billion in Contracts
Sandisk reports record quarter driven by AI boom, signs $42B in long-term contracts, and announces $6B buyback to stabilize volatile pricing.