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<p>While U.S. ETF assets under management and flows rose to record levels in the first half of 2026, asset managers split the field with inflows from each constituency. Some continue to compete on price, but others are betting that investors will pay a premium for stellar short-term performance.</p>
<p>Table below reflects daily flows on August 7, 2026 and asset totals as of that date.</p>
<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>
Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.
HBM supply remains rationed, Micron's margins have reshaped what a memory cycle can look like, and three very different ETFs are competing for the same investor dollars flowing into this trade.
Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.
<p>It’s been a wild ride for investors in the <a href="https://www.etf.com/DRAM"><strong>Roundhill Memory ETF (DRAM)</strong></a> this year and it could just be getting started. Tune into the discussion from the recent <em>ETF Zoo</em> episode as the crew talks fortuitous timing and the bull vs. bear case for the fund looking ahead. </p>
SK Hynix delivered a blockbuster earnings report on Wednesday, only to watch its stock crater. On Bloomberg Daybreak Europe, host Lizzy framed the paradox: “A sixfold surge in profits just isn’t enough. SK Hynix slumps as the chip giant says capital spending will rise around 50% this year.“ The Korean memory maker’s operating profit jumped ... SK Hynix’s Profits Explode 550%, but Its $31 Billion Spending Plan Sends Investors Running
Launches topped 850 in the US this year alone, with single-stock and AI funds leading the charge.
Seagate Technology topped Wall Street’s earnings and revenue estimates and issued stronger-than-expected guidance as demand for AI-related data storage continued to surge.
‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market
<p>The ongoing popularity of the AI trade proved a central driver of semiconductor chip outperformance and even surprising leveraged ETF gains this year. However, under the flashy surface, are there overlooked opportunities that investors may be sleeping on? Tune into this episode of the ETF Zoo for an update on everything from crypto to small-caps and international ETF flows. </p>
<p>Say what you will about leveraged ETFs, but investors simply can’t get enough of them this year. The ETF Zoo crew digs into the numbers YTD and how investors are making the most out of their safe money to spend it on spicier strategies, as well as checking in on the memory trade, international, and more. </p>
Brokerages like Fidelity and Charles Schwab are charging ETF firms to place their products on their platforms. individual investors will ultimately bear the costs.
Monday’s market moves signaled chip stocks were on the rebound, with some of the same names that drove last week’s selloff leading today's gains. The PHLX Semiconductor Index was 2.1% higher and the Roundhill Memory ETF was up 2.3%. Chip maker stocks were some of the hardest hit names in last week’s selloff with the SOX index dipping into a technical bear market, down over 20% in roughly a month.
<p>Table below reflects daily flows on July 15, 2026 and asset totals as of that date.</p>
Hardware names, including chip stocks, are having a tough trading session, but some of the biggest tech companies are climbing higher. The Nasdaq was up 0.5%, while the S&P 500 rose 0.3%, and the Dow increased 0.3% or 151 points. The Nasdaq leading gains would suggest that tech is outperforming, but under the surface things are a bit more complicated.
The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.
If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.
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>
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>
<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
<p>ETF inflows are on pace for $2 trillion in 2026.</p>
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