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AI-exposed ETFs drive billions in 2026 inflows, with DRAM leading
The Roundhill Memory ETF DRAM surpassed $26.6 billion in inflows in mid-August and has fallen more than 30% from its June 22 all-time high.
MarketBeat Ratings says several exchange-traded funds tied to artificial intelligence exposure have been among the biggest ETF cash inflow winners so far in 2026, with flows concentrated across different parts of the AI stack, including semiconductors and memory chips.
The outlet highlights DRAM, the Roundhill Memory ETF, as a key beneficiary of that thematic demand. It notes the fund surpassed $26.6 billion in inflows in mid-August, and that DRAM debuted April 2, reaching $6.5 billion in assets under management in 36 trading days, then surpassing $10 billion before 45 trading days.
MarketBeat Ratings attributes DRAMs momentum to ongoing memory chip supply tightness, citing analysts forecasting the memory chip shortage to persist through 2027, possibly into 2028. It also points to hyperscalers signing multiyear contracts supporting prices despite recent headwinds.
At the same time, the outlet cautions that concentrated AI and semiconductor exposure can amplify moves lower, noting DRAM gained nearly 191% from its debut through its June 22 all-time high, before pulling back, now down more than 30% from that peak. It adds that DRAMs top holdings include Micron, Samsung, SK hynix, Seagate, and Sandisk, and that the fund has not experienced institutional selling since its launch.