Story thread · 10 reports / 9 sources

Manager of DRAM memory chip stock trade blockbuster ETF is back with new AI thematic bet

cnbc.com · 6d

Roundhill Investments' DRAM became a blockbuster ETF in record time on the memory trade. It's back with a new fund targeting another AI tech theme: photonics.

First report: Exclusive-CXMT plans second chip plant in Beijing and is in talks on its funding, sources say finance.yahoo.com, 8d

The coverage

  1. China's CXMT targets 30% DRAM memory market share by 2030 with sixth mega-fab — future plans bottlenecked by access to advanced chipmaking tools

    tomshardware.com · 6d

  2. CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment

    digitimes.com · 7d

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