When does Micron expect the memory shortage to end?

Micron management expects the tight memory supply to persist beyond 2027.

What companies does the Roundhill Memory ETF invest in?

The ETF invests in memory players such as Samsung, Micron, SK Hynix, Sandisk, Kioxia, and others, allowing investors to gain exposure to both U.S.-listed stocks and Asian memory giants that do not have American Depository Receipts.

How much revenue does the memory market generate currently?

Market research firm TrendForce expects the global memory market's revenue to hit $889.3 billion（約140兆円） this year, a substantial upgrade over its prior expectation of $551.6 billion（約88兆円）.

Yahoo Finance AIJul 4, 2026Jul 5, 2026, 06:00 JST

Memory chip market seen hitting $1.28 trillion（約200兆円） next year as demand surge continues

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3 Key Points

What happened
Micron Technology reported fiscal 2026 third-quarter revenue of $41.4 billion（約6.6兆円）, up 4.4× year over year, with earnings per share rising 13× year over year to $25.11. The company's guidance indicates that tight memory supply will persist beyond 2027, and customers are signing long-term contracts to secure supply.
Why it matters
The memory industry—dominated by Samsung, SK Hynix, Micron, and others—is experiencing structural growth tied to AI and data center demand. Market research firm TrendForce expects global memory market revenue to reach $889.3 billion（約140兆円） this year (upgraded from an earlier $551.6 billion（約88兆円） forecast) and $1.28 trillion（約200兆円） next year, indicating the shortage is real and may support continued pricing power for chipmakers.
What to watch
The Roundhill Memory ETF (DRAM), which invests in memory companies including Samsung, SK Hynix, Micron, Sandisk, and Kioxia, trades at just over $60 per share and has appreciated 118% in three months since its April 2 launch, offering investors exposure to both U.S.-listed and Asian memory giants without needing to buy individual stocks.

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FAQ

When does Micron expect the memory shortage to end?: Micron management expects the tight memory supply to persist beyond 2027.
What companies does the Roundhill Memory ETF invest in?: The ETF invests in memory players such as Samsung, Micron, SK Hynix, Sandisk, Kioxia, and others, allowing investors to gain exposure to both U.S.-listed stocks and Asian memory giants that do not have American Depository Receipts.
How much revenue does the memory market generate currently?: Market research firm TrendForce expects the global memory market's revenue to hit $889.3 billion（約140兆円） this year, a substantial upgrade over its prior expectation of $551.6 billion（約88兆円）.

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