Micron is highlighted as a major player in the HBM market, though direct investment is noted as problematic for North American investors.
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The brand-new Roundhill Memory ETF ($DRAM) just launched, offering pure-play exposure to the impenetrable H...
Apr 14, 2026
The creator highlights the new Roundhill Memory ETF (DRAM) as a way to invest in the high-bandwidth memory (HBM) market, dominated by SK Hynix, Samsung, and Micron. They argue that direct investment in these companies is difficult for North American investors, making the DRAM ETF a convenient solution for exposure to the AI supply chain.
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Samsung is identified as one of the three major companies dominating the HBM market, with direct investment being challenging.
SK Hynix is mentioned as one of the three dominant companies controlling the HBM market, but direct investment is presented as difficult.
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