On August 4, Roundhill Memory ETF rose 5.52% in regular trading, trading at $53.91/share, with turnover of $1.018 billion. The ETF rebounded sharply after falling over 5% in the prior session due to Korean memory stock deleveraging.

On the news front, Samsung Electronics, SK Hynix, and Micron have completed 2027 full-year capacity allocation negotiations ahead of schedule, with all DRAM and HBM capacity sold out. NAND Flash capacity is also expected to be fully reserved by the end of August. HBM and AI server-related applications now account for nearly 70% of DRAM production capacity, leaving manufacturers able to fulfill only 60-70% of customer demand. PC and smartphone DRAM supply will shrink significantly as capacity continues tilting toward AI and HPC sectors. Meanwhile, Counterpoint Research data shows Samsung regained the top DRAM market position in Q2 with 39% share, driven by conventional DRAM price increases and HBM business expansion. SK Hynix's share fell to 26% despite record revenue, while Micron followed closely at 25%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)