If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.
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A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.
There were 728 new ETFs listed in the US in the first half of 2026, and CFRA has identified five of them as notable launches. We screened the new launches and identified those that have rapidly gathered assets or innovated in growing ETF categories, notes Aniket Ullal, VP, ETF Data & Analytics at CFRA Research.
The Roundhill Memory ETF (DRAM) made history after its April launch, attracting more than $23 billion of net flows, the fastest exchange-traded fund to pull such numbers. The fund gives investors hard-to-find access to the biggest names in the memory chip manufacturing industry, including Korean companies that were previously difficult to invest in directly. Since then, several other memory funds have launched, with differing strategies all looking to grab a piece of the action.
<p>Table below reflects daily flows on July 9, 2026 and asset totals as of that date.</p>
SK Hynix is set to begin trading on the U.S. market on Friday adding to the mounting memory hype on Wall Street. The South Korean memory chip maker will list its American depositary receipts on the Nasdaq under the ticker “SKHY.” The ADR listing is highly anticipated with some reports signaling it is more than seven times oversubscribed.
DRAM’s recent post-earnings stumble is a clear reminder that the memory space remains a highly volatile arena where yesterday’s winners can cool off in a hurry. SK Hynix’s U.S. listing only complicates that.
<p>Roundhill's memory fund has been the debut of the year. Three rivals are now betting on different corners of the theme.</p><p> </p>
Chip stocks are trying to bounce after a $2 trillion sell-off pushed the group back to the line between a pullback and a breakdown.
<p>U.S. equity funds shed $26.6 billion during the holiday-shortened week, though bonds and international stocks cushioned the hit.</p>
The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026. The fact that these three companies have ... TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs
While a justifiable amount of A.I. attention has been devoted to faster and more powerful semiconductor processing chips, the High Bandwidth Memory (HBM) part of the equation is less sexy, but no less important. Without HBM, A.I. has insufficient memory to operate properly — and this has been one of the major bottlenecks to ... South Korea’s $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before
Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU) stock is up 3% to $1,008.77. The bounce comes after a brutal Thursday session, when SanDisk shares fell 14%, Western Digital shares dropped 10%, and ... SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on Memory
AI is no longer a tide that lifts all boats. Instead, only a few stocks may win.
<p>ETF inflows are on pace for $2 trillion in 2026.</p>
Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK) stock is leading the declines, down 11% to $1,802 in midday trading. Seagate Technology (NASDAQ:STX) shares are off 7% to $852, Western Digital (NASDAQ:WDC) shares are down 7% to $556 ... SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
Despite a $2.7 trillion semiconductor selloff, the memory chip rally remains intact, with Micron up over 200% YTD and the Roundhill Memory ETF gaining 130% since its April launch.
Leveraged funds are drawing massive inflows.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture ... The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM
<p>Although money was on the move Wednesday, net flows amounted to just $5 billion as investors shuffled their allocations around. Semiconductors continue their trend of popularity with investors, with both non-leveraged and leveraged semiconductor ETFs seeing notable flows in. </p>
<p>Notable issuer gains on a relatively net flat trading day included T. Rowe Price, which added $1.1 billion in net flows, as well as Roundhill, gathering $970 million. </p>
<p>Recent market action in South Korea isn't a direct cautionary tail for what can go wrong with leverage, but it's a good reminder to pay attention.</p>
<p>It’s never been more important to look before you leap, at least for everyday investors looking to chase the most recent thematics-based trade. The real truth is that thematic ETF popularity isn’t translating into performance, and this week’s ETF Zoo crew digs into why. </p>
SK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF?
The next decade in memory may belong to the company with the strongest HBM grip, and right now that looks like SK Hynix.
After weeks of large-scale alarms that turned out to be false starts, equities finally found a real problem — the one they spent two years celebrating.
Shares of SanDisk (NASDAQ:SNDK) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher. Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares ... SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips