AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
The DRAM ETF has jumped impressively in just over two months, and it can soar higher thanks to the favorable demand-supply dynamics in the memory market.
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Overview
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastructure space. Also known as the memory wall, this bottleneck occurs when the performance of an AI accelerator, such as a graphics processing unit (GPU), is constrained by slower memory.
As a result, companies designing AI accelerator chips have been turning to high-speed, high-bandwidth memory (HBM) capable of transporting enormous amounts of data quickly in data centers. This has created a major memory shortage, as the majority of the memory chips being produced are directed toward AI data centers.
Details
In fact, the memory chip shortage could last until 2030, as demand will continue to outpace supply in the coming years. This is why memory companies such as Micron Technology, Sandisk, Samsung, and SK Hynix have been witnessing phenomenal growth in revenue and earnings. Now you can buy these stocks individually and capitalize on favorable conditions in the memory industry. However, you can also benefit from the memory boom by investing in a single exchange-traded fund (ETF): the Roundhill Memory ETF (NYSEMKT: DRAM).
Source
Originally published at www.fool.com.
