$DRAMRoundhill Memory ETF · Asset Management · 23.1억 달러
$61.84
프리마켓-0.3%
이벤트 흐름
주요 이벤트 · 시간순
24건
애널리스트호재
Citi Raises DRAM Price Forecasts to 2031 on Strong Server Demand영어 원문
Citi sees server DRAM demand up >50% YoY in 2027E, with price increases through 2031, reinforcing sector strength.
첫날 -5.9% · 5일 후 +4.8%
›전개 과정 10회
2026-08-24GS sees HBM TAM +67%/+108% yoy in 2026/27, ASP to $17/GB by 2027, underpinning memory demand
2026-08-28BofA and Morgan Stanley confirm supply gap; structural AI demand supports DRAM ETF
2026-08-28BofA and Morgan Stanley cite AI chip demand and CXMT capacity, strengthening DRAM growth outlook
2026-08-31Micron can only fulfill 40-50% of HBM4 demand, 2027 severe undersupply, HBM TAM growth bolster DRAM ETF outlook
2026-08-31Goldman sees high memory content in humanoids, supporting long-term DRAM demand
2026-08-31DRAM ASP to grow 188% in 2026, tight supply persists, positive for DRAM ETF
2026-09-12HSBC sees worsening sufficiency into 2028; JPMorgan reaffirms HBM leadership; supports supply tightness narrative
2026-09-13Banks reaffirm tight supply into 2028, with AI DRAM share of CSP capex rising
2026-09-16Citi and Bloomberg independently forecast prolonged DRAM tightness
2026-09-18Citi sees server DRAM demand up >50% YoY in 2027E, with price increases through 2031, reinforcing sector strength.
M&A·자금조달호재
Large bullish options bets in DRAM confirmed by multiple desks영어 원문
Multiple independent sources report same options activity across AI names including DRAM, with large notional
첫날 +0.8% · 5일 후 -10.1%
›전개 과정 2회
2026-09-09$1.9M Dec call sweep and $3M Jan call activity signal market expectations for memory-cycle catalysts
2026-09-10Multiple independent sources report same options activity across AI names including DRAM, with large notional
이전 이벤트 22건›
기타호재
China's Top 4 CSPs Seek LTAs with Samsung/SK Hynix, Supporting DRAM ETF영어 원문
Major Chinese CSPs actively securing DRAM supply, reinforcing AI-driven memory tightness
첫날 -2.0% · 5일 후 +21.8%
›전개 과정 16회
2026-08-09Multiple X users note 40-50% drawdowns and weekend bearish turn; some question sell-side target cuts timing
2026-08-09Social media buzz on memory stocks, sell-side cuts targets, investors await September earnings
2026-08-09Citi and Korean brokerages cut memory targets after 30-50% sell-off; J.P. Morgan notes Nvidia lowering DRAM content to mitigate tight supply, potentially capping memory valuations.
2026-08-09Citi cuts MU PT to $1,150 from $1,400 on 8x P/E (from 10x), reflecting DRAM/NAND pricing pressure
2026-08-11Micron says DC demand exceeds supply, 2027 shortage worse, vs Citi bearish
2026-08-11UBS data and Micron exec comments reinforce supply tightness, countering Citi's bearish view
2026-08-11Micron at Keybanc says can't meet half of data center demand, reinforcing memory supercycle
2026-08-11UBS sees HBM4E >$30/GB, MS raises CY26 memory sales to $981B
2026-08-12UBS lifts 2027 memory spend forecast from $761B to $899B, up ~18%
2026-08-18UBS reiterates memory supercycle; Micron GM >90% by FY2028
2026-08-21Analyst Dan Ives bullish on memory sector as demand outpaces supply, reinforcing positive case for DRAM ETF
2026-09-02TrendForce and Morgan Stanley forecast DRAM price hikes, reinforcing supply shortage
2026-09-05Multiple independent sources reiterate bullish view; memory stocks trade at low valuations with strong earnings growth expected
2026-09-06Nomura and UBS data underscore rising data-center memory demand share and favorable EBITDA-to-CapEx
2026-09-07Multiple institutions forecast ~10% QoQ DRAM price increase in 4Q26, tight supply-demand supports ETF
2026-09-08Major Chinese CSPs actively securing DRAM supply, reinforcing AI-driven memory tightness
애널리스트호재
Micron CEO: AI Demand Shifts Memory to Structural Growth, Boosts DRAM ETF영어 원문
Data center memory demand exceeds supply, signaling structural growth for DRAM ETF
첫날 +0.3% · 5일 후 -0.3%
애널리스트호재
HSBC Sees HBM Market at $196B by 2028, Aiding $DRAM영어 원문
HSBC projects HBM market to grow from $1B in 2022 to $196B by 2028, CAGR 70%, signaling sustained memory upcycle
첫날 -5.9% · 5일 후 +4.8%
M&A·자금조달호재
SK Hynix announces $28.6B buyback, boosting DRAM ETF영어 원문
SK Hynix's large buyback and cancellation boosts shareholder returns, positive for memory sector sentiment
첫날 +0.1% · 5일 후 +2.3%
기업호재
Memory Shortage Deepens, DRAM ETF Hits 2-Month High영어 원문
First -2x ETF targeting Roundhill Memory ETF, offering bearish tool for memory stocks
첫날 -6.1% · 5일 후 +19.8%
애널리스트호재
BofA & Bernstein Bullish on Memory Demand영어 원문
Intel Q2 call mentions memory; AMD CEO sees data center CPU TAM $220B by 2030, each CPU needs more memory, reinforcing demand thesis
첫날 +10.9% · 5일 후 -18.8%
›전개 과정 3회
2026-07-21Chinese open-source LLMs boost memory demand; DRAM revenue breakdown detailed
2026-07-23Analyst reiterates AI-driven long-term memory demand; DRAM ETF up double digits in a day
2026-07-24Intel Q2 call mentions memory; AMD CEO sees data center CPU TAM $220B by 2030, each CPU needs more memory, reinforcing demand thesis
M&A·자금조달호재
DRAM ETF attracted $2.68B inflows last week, ranking 3rd among all ETFs영어 원문
DRAM ETF up 4% intraday, closed +0.6%; Korea market -4.5% weighs on semis
첫날 +0.6% · 5일 후 -1.2%
›전개 과정 2회
2026-07-19Despite 30% drawdown, DRAM ETF saw persistent inflows, indicating investors' reluctance to exit
2026-07-21DRAM ETF up 4% intraday, closed +0.6%; Korea market -4.5% weighs on semis
기타호재
AI Chip Stocks Correct, Semiconductor ETFs See Dip-Buying Opportunity영어 원문
Sharp correction in AI chips, but strong earnings and demand prompt dip-buying calls
첫날 +0.6% · 5일 후 -1.2%
애널리스트호재
BofA Confirms 3Q Server DRAM Contract Prices Up 20-30% QoQ영어 원문
Morgan Stanley estimates MU Q1 2027 operating income at $54.1B, suggesting strong fundamentals
첫날 +0.7% · 5일 후 +0.9%
›전개 과정 2회
2026-07-17Multiple sources independently confirm memory price hikes, led by high-speed LPDDR5, indicating strong demand
2026-07-18Morgan Stanley estimates MU Q1 2027 operating income at $54.1B, suggesting strong fundamentals
M&A·자금조달호재
DRAM ETF draws $10B during 30% drawdown영어 원문
Steady inflows amid pullback indicate dip-buying
첫날 +0.6% · 5일 후 -1.2%
기업악재
DRAM ETF Slumps Over 8%, Down 25% from YTD High영어 원문
Options active, Morgan Stanley constructive on AI spend, Micron profit expectations high
첫날 -9.1% · 5일 후 -7.4%
›전개 과정 2회
2026-07-13Chip stocks like SK Hynix sold off, volatility escalated, ETF dropped to $937.
2026-07-15Options active, Morgan Stanley constructive on AI spend, Micron profit expectations high
관련 소식 · 이 종목은 주체가 아님
관련기업
Apple accepts Samsung’s Q1 2027 memory quote: DRAM near $2/Gb, NAND at $0.33/Gb영어 원문
The pricing signals persistent memory tightness into early 2027, with Apple’s acceptance setting a benchmark for handset makers.
첫날 +0.4% · 5일 후 +15.7%
관련실적
Goldman’s Micron revenue calls jump to $130.9B in FY2026 and $276.0B in FY2028영어 원문
The latest social-media signal points to a much more aggressive Goldman Sachs revenue path for Micron, keeping HBM and DRAM supply tightness in focus.
첫날 -7.3% · 5일 후 +12.4%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
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이벤트 흐름
주요 이벤트 · 시간순
24건
애널리스트호재
Citi Raises DRAM Price Forecasts to 2031 on Strong Server Demand영어 원문
Citi sees server DRAM demand up >50% YoY in 2027E, with price increases through 2031, reinforcing sector strength.
첫날 -5.9% · 5일 후 +4.8%
›전개 과정 10회
2026-08-24GS sees HBM TAM +67%/+108% yoy in 2026/27, ASP to $17/GB by 2027, underpinning memory demand
2026-08-28BofA and Morgan Stanley confirm supply gap; structural AI demand supports DRAM ETF
2026-08-28BofA and Morgan Stanley cite AI chip demand and CXMT capacity, strengthening DRAM growth outlook
2026-08-31Micron can only fulfill 40-50% of HBM4 demand, 2027 severe undersupply, HBM TAM growth bolster DRAM ETF outlook
2026-08-31Goldman sees high memory content in humanoids, supporting long-term DRAM demand
2026-08-31DRAM ASP to grow 188% in 2026, tight supply persists, positive for DRAM ETF
2026-09-12HSBC sees worsening sufficiency into 2028; JPMorgan reaffirms HBM leadership; supports supply tightness narrative
2026-09-13Banks reaffirm tight supply into 2028, with AI DRAM share of CSP capex rising
2026-09-16Citi and Bloomberg independently forecast prolonged DRAM tightness
2026-09-18Citi sees server DRAM demand up >50% YoY in 2027E, with price increases through 2031, reinforcing sector strength.
M&A·자금조달호재
Large bullish options bets in DRAM confirmed by multiple desks영어 원문
Multiple independent sources report same options activity across AI names including DRAM, with large notional
첫날 +0.8% · 5일 후 -10.1%
›전개 과정 2회
2026-09-09$1.9M Dec call sweep and $3M Jan call activity signal market expectations for memory-cycle catalysts
2026-09-10Multiple independent sources report same options activity across AI names including DRAM, with large notional
기타호재
China's Top 4 CSPs Seek LTAs with Samsung/SK Hynix, Supporting DRAM ETF영어 원문
Major Chinese CSPs actively securing DRAM supply, reinforcing AI-driven memory tightness
첫날 -2.0% · 5일 후 +21.8%
›전개 과정 16회
2026-08-09Multiple X users note 40-50% drawdowns and weekend bearish turn; some question sell-side target cuts timing
2026-08-09Social media buzz on memory stocks, sell-side cuts targets, investors await September earnings
2026-08-09Citi and Korean brokerages cut memory targets after 30-50% sell-off; J.P. Morgan notes Nvidia lowering DRAM content to mitigate tight supply, potentially capping memory valuations.
2026-08-09Citi cuts MU PT to $1,150 from $1,400 on 8x P/E (from 10x), reflecting DRAM/NAND pricing pressure
2026-08-11Micron says DC demand exceeds supply, 2027 shortage worse, vs Citi bearish
2026-08-11UBS data and Micron exec comments reinforce supply tightness, countering Citi's bearish view
2026-08-11Micron at Keybanc says can't meet half of data center demand, reinforcing memory supercycle
2026-08-11UBS sees HBM4E >$30/GB, MS raises CY26 memory sales to $981B
2026-08-12UBS lifts 2027 memory spend forecast from $761B to $899B, up ~18%
2026-08-18UBS reiterates memory supercycle; Micron GM >90% by FY2028
2026-08-21Analyst Dan Ives bullish on memory sector as demand outpaces supply, reinforcing positive case for DRAM ETF
2026-09-02TrendForce and Morgan Stanley forecast DRAM price hikes, reinforcing supply shortage
2026-09-05Multiple independent sources reiterate bullish view; memory stocks trade at low valuations with strong earnings growth expected
2026-09-06Nomura and UBS data underscore rising data-center memory demand share and favorable EBITDA-to-CapEx
2026-09-07Multiple institutions forecast ~10% QoQ DRAM price increase in 4Q26, tight supply-demand supports ETF
2026-09-08Major Chinese CSPs actively securing DRAM supply, reinforcing AI-driven memory tightness
애널리스트호재
Micron CEO: AI Demand Shifts Memory to Structural Growth, Boosts DRAM ETF영어 원문
Data center memory demand exceeds supply, signaling structural growth for DRAM ETF
첫날 +0.3% · 5일 후 -0.3%
애널리스트호재
HSBC Sees HBM Market at $196B by 2028, Aiding $DRAM영어 원문
HSBC projects HBM market to grow from $1B in 2022 to $196B by 2028, CAGR 70%, signaling sustained memory upcycle
첫날 -5.9% · 5일 후 +4.8%
이전 이벤트 19건›
M&A·자금조달호재
SK Hynix announces $28.6B buyback, boosting DRAM ETF영어 원문
SK Hynix's large buyback and cancellation boosts shareholder returns, positive for memory sector sentiment
첫날 +0.1% · 5일 후 +2.3%
기업호재
Memory Shortage Deepens, DRAM ETF Hits 2-Month High영어 원문
