The world’s hottest memory ETF adds China’s chip leader again: CXMT weight at 2.52% ranks eighth, GigaDevice falls to 1.51% - IT Home

Roundhill Memory ETF re-added Chinese memory chip maker CXMT in its late-July rebalance.

CXMT now has a 2.52% weighting and ranks eighth, while GigaDevice fell to 1.51% and tenth place.

The ETF’s top three holdings are Samsung Electronics, Micron, and SK hynix, and it also trimmed Samsung this week.

The move suggests global capital is still tracking leading players in China’s memory-chip supply chain.