Micron, SK Hynix Are Top Bets in New NRAM ETF as AI Memory Demand Surges
NRAM joins the growing memory ETF trade as AI accelerators demand more HBM and memory capacity from chipmakers.
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The DRAM ETF is seeing strong outflows as most memory stocks like SanDisk and Micron remain in a technical bear market
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NRAM joins the growing memory ETF trade as AI accelerators demand more HBM and memory capacity from chipmakers.
SK Hynix sees stronger HBM demand from Nvidia, AMD, Meta and Microsoft. These ETFs offer investors different ways to play the AI memory boom.
The Micron and SanDisk stocks have rebounded in the past few months as their revenue growth accelerated and their valuations became cheap
Amazon CEO Andy Jassy announced the company will increase capital spending to $220 billion in 2026 to meet surging AI infrastructure demand, with expectations that demand will continue through 2027 and beyond. This expansion benefits suppliers Micron Technology and Broadcom, which provide critical memory and networking components for data centers supporting AI workloads.
Micron will give Taiwan workers record bonuses of up to 68 months’ pay, but unions still threaten a strike over profit-sharing demands.
-Reuters