Micron Technology's (NASDAQ: MU) latest fiscal 2026 third-quarter results person reaffirmed that the representation roar isn't going away.
The chipmaker's gross accrued by 4.4x twelvemonth implicit twelvemonth to $41.4 billion, portion net per stock accrued by 13x twelvemonth implicit twelvemonth to $25.11. Micron's guidance made it wide that its phenomenal maturation is sustainable, and the information that customers are lining up to motion semipermanent contracts to unafraid representation proviso indicates that the representation roar isn't going away.
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Micron absorption remarked that it expects the choky representation proviso to persist beyond 2027. So, buying Micron banal seems similar a no-brainer since it trades astatine conscionable 7 times guardant earnings. However, determination is different mode to payment from the representation supercycle for little than $100. The Roundhill Memory ETF (NYSEMKT: DRAM) trades astatine conscionable implicit $60 close now, which means that you tin capitalize connected the representation market's maturation adjacent if you person conscionable $100 successful investible cash.
Let's spot wherefore it makes consciousness to bargain this exchange-traded money close now.
The Roundhill Memory ETF is simply a broad play connected the representation manufacture
The Roundhill Memory ETF was launched connected April 2. It has already appreciated by a whopping 118% successful conscionable 3 months. That's not surprising, arsenic this ETF invests successful representation players specified arsenic Samsung, Micron, SK Hynix, Sandisk, Kioxia, and others.
Importantly, the ETF allows investors to grow their scope beyond Micron to capitalize connected the secular maturation of the representation industry. For instance, Samsung and SK Hynix predominate the planetary dynamic random-access representation (DRAM) marketplace with a combined stock of 67%, according to Counterpoint Research. Also, they are the ascendant players successful NAND flash retention arsenic well, on with different companies specified arsenic Sandisk, Kioxia, and Micron.
So, the Roundhill Memory ETF helps investors not lone bargain U.S.-listed stocks specified arsenic Micron and Sandisk, but besides successful Asian representation giants that don't person American Depository Receipts (ADRs). This makes the DRAM ETF an perfect mode to capitalize connected the structural maturation of the representation market.
Isn't it excessively precocious to bargain this ETF?
Market probe steadfast TrendForce expects the planetary representation market's gross to deed $889.3 cardinal this year, a important upgrade implicit its anterior anticipation of $551.6 billion. Even better, it expects the representation manufacture to make a whopping $1.28 trillion successful gross adjacent year.

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