MEMX Roundhill Memory ETF Loading...

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22:21
May 11
Dave Mazza CEO, Roundhill Investments CNBC
Memory chip bottleneck persists for years.
Memory chips are the biggest bottleneck in the AI buildout due to a significant supply-demand imbalance that will persist for years (2026-2028) because building new fabrication plants takes 3-5 years. The shift from consumer-driven cyclical demand to sustained data center demand, along with longer-term contracts, makes memory stocks less cyclical and supports a rerating. The Roundhill Memory ETF is a pure play on this opportunity.
MEMX 1ST
HIGH

About MEMX Analyst Coverage

Buzzberg tracks MEMX (Roundhill Memory ETF) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.