$DRAM Don’t buy knockoffs—buy a storage ETF instead!
The DRAM ETF is one of the few funds focused specifically on storage chips. Its top three holdings—SK hynix, Micron, and Samsung—account for roughly 77% of the portfolio. If you’re looking to capitalize on rising storage prices, this could be an interesting way to gain exposure.
Micron’s latest earnings were impressive, with revenue surging 379%, net income reaching 37.7 billion, and gross margins climbing to 87%. Management said the supply-demand imbalance could persist, while more than 75% of 2027 capacity has already been committed.
DRAM contract prices are expected to rise another 10%–15% in the fourth quarter, while NAND prices could increase by 15%–20%. The pricing momentum shows no clear sign of slowing down.
Shortages, rising prices, and stronger earnings are creating three powerful growth drivers. The setup looks highly attractive for investors bullish on the memory-chip cycle. Consider doing your own research before taking a long position.
The DRAM ETF is one of the few funds focused specifically on storage chips. Its top three holdings—SK hynix, Micron, and Samsung—account for roughly 77% of the portfolio. If you’re looking to capitalize on rising storage prices, this could be an interesting way to gain exposure.
Micron’s latest earnings were impressive, with revenue surging 379%, net income reaching 37.7 billion, and gross margins climbing to 87%. Management said the supply-demand imbalance could persist, while more than 75% of 2027 capacity has already been committed.
DRAM contract prices are expected to rise another 10%–15% in the fourth quarter, while NAND prices could increase by 15%–20%. The pricing momentum shows no clear sign of slowing down.
Shortages, rising prices, and stronger earnings are creating three powerful growth drivers. The setup looks highly attractive for investors bullish on the memory-chip cycle. Consider doing your own research before taking a long position.
