A Bitcoin-level frenzy has erupted... Money from around the world pours into AI memory ETFs

Roundhill’s memory semiconductor ETF, DRAM, hit $9.8 billion in assets just 43 days after launch, setting an ETF record for the fastest rise to that level.

Market watchers say the surge reflects intense AI investment demand and a tightening memory-chip supply backdrop.

Memory chips such as DRAM and HBM are becoming a key bottleneck in AI infrastructure, drawing unprecedented capital into the sector.

The rush is reshaping expectations for semiconductor supply-demand balance and long-term valuations.