🟢 DRAM is trading 3.8% up today on renewed AI-related demand optimism

DRAM is trading 3.8% up at $63.09 after a continued memory-chip rally tied to renewed optimism around AI-related demand.

• South Korean semiconductor exports reached approximately $34.12 billion from September 1–20, up 259.4% year over year, reinforcing expectations for strong memory demand and tighter supply.
• The ETF’s largest holdings include Samsung Electronics, Micron Technology, and SK Hynix, indicating the move appears sector-wide rather than company-specific.