Roundhill2026-08-02 09:49:27Roundhill trims Samsung stake in DRAM fund and adds CXMTRoundhill, a U.S. ETF manager, made a notable portfolio adjustment this week in its DRAM-themed fund. In addition to adding CXMT, or ChangXin Memory Technologies, with a 2.52% weighting, the fund also cut its Samsung Electronics position. From Monday through Wednesday, Roundhill sold about 1 million Samsung shares per day, for a total of 3 million shares over three sessions, worth roughly $432 million. Despite the reduction, Samsung Electronics remains the fund’s largest holding. The fund’s top three positions are now Samsung Electronics, Micron Technology, and SK hynix, with weights of 26.39%, 24.54%, and 22.77%, respectively. Other major holdings listed in the portfolio include Seagate Technology, Western Digital, SanDisk, Kioxia, Nanya Technology, and GigaDevice.1850
Roundhill Mem2026-08-02 03:00:30Roundhill Memory ETF Adds CXMT With a 2.52% Portfolio WeightRoundhill Memory ETF (DRAM) has added CXMT, also known as ChangXin Memory Technologies, to its holdings with a 2.52% weighting as of Aug. 2, according to BlockBeats. The fund focuses on memory chip companies and remains concentrated in major industry names. Its top three positions are Samsung Electronics at 26.39%, Micron Technology at 24.54%, and SK Hynix at 22.77%. Other key holdings listed by the fund include Seagate Technology, Western Digital, SanDisk, Kioxia, Nanya Technology, and GigaDevice. The update shows CXMT has entered the ETF’s portfolio alongside established global memory and storage companies.2270
Solana2026-07-23 08:15:14Solana Adds Roundhill DRAM Memory ETF, Tokenized Semiconductor Stocks Now Live On-ChainThe Solana blockchain now hosts Roundhill's DRAM Memory ETF via Sunrise DeFi and Backpack Securities. Micron, SK Hynix, Samsung, and other chip-makers are tradable as a single token. The asset is live on 10 platforms with 24/7 trading.1810
Ethereum2026-07-22 01:49:00Tom Lee says AI money is rotating from memory-chip stocks into EthereumTom Lee, co-founder of Fundstrat and chairman of Bitmine, said capital tied to the AI trade is rotating out of memory-chip names and into Ethereum, according to BeInCrypto. He cited data showing that since June 25, Ethereum has outperformed the Roundhill Memory ETF (DRAM) by 72 percentage points. Over that span, ETH rose 24% while the DRAM ETF fell 38%. The report said the DRAM ETF launched in April this year as the first fund focused only on memory-chip makers. SK Hynix and Samsung together account for about 41% of the fund’s weighting. It also raised $6.5 billion in 27 trading days, setting a record for the fastest ETF launch. Lee also pointed to institutional activity on Ethereum. He said BlackRock’s tokenized BUIDL fund and applications such as Robinhood Chain are built on Ethereum, which he described as part of the institutional case for the asset.1310
DRAM ETF2026-07-10 08:26:13First Pure DRAM ETF Debuts as Market Watches for Peak-Sentiment SignalRoundhill’s new DRAM ETF became the first pure-play memory semiconductor ETF, but its debut has raised questions about whether thematic funds tend to launch near market tops after a sharp rally in memory stocks.1850
GigaDevice2026-06-27 04:01:22China's GigaDevice Added to Roundhill Memory ETF at 2.91% Weight, Marking First DRAM Exposure from Chinese Supply ChainRoundhill Memory ETF（DRAM）最新持仓披露显示，中国兆易创新以2.91%权重入列，成为该基金中唯一一家中国背景的DRAM相关企业。分析师指出，兆易创新与长鑫存储（CXMT）存在深度关联，此举标志着中国本土DRAM产业在国际ETF中的初步曝光，反映出全球内存投资视野正从三星、海力士向新兴力量扩展。1420
Bitget2026-06-26 03:31:23Bitget Lists RAM 2X Long DRAM ETF Perpetual Contract: Up to 20x Leverage, USDT SettlementBitget has officially listed the RAM (T-REX 2X Long DRAM ETF) stock perpetual contract, offering USDT settlement and up to 20x leverage. This product enables traders to gain leveraged exposure to the DRAM sector via crypto derivatives without holding the underlying ETF. The article covers contract specifications, the RAM ETF background, market implications, and professional risk management considerations for high-leverage perpetuals.1310
