---
symbol: "DRAM"
name: "Roundhill Memory ETF"
date: 2026-10-29
change_pct: -1.831749067251634
direction: "down"
event_type: "theme_sympathy"
url: "https://perplo.app/why/DRAM/2026-10-29"
updated_at: 2026-10-29T15:07:15.686Z
---

# Why Roundhill Memory ETF (DRAM) fell 1.83% on October 29, 2026

Roundhill Memory ETF (DRAM) fell 1.83% on October 29, 2026 — Samsung miss, softer capex drag memory ETF.

## What happened

The Roundhill Memory ETF fell 1.8% in the AI Memory selloff, driven by Samsung's profit miss and lighter Microsoft and Alphabet capex hitting chip stocks.

## Why it moved

As a basket of memory names, DRAM carries the group's shared demand and pricing exposure, so it dropped with the sector rather than on any single holding's news.

## Why it matters

The ETF is a direct vehicle for the AI Memory theme, where AI server demand for HBM and DRAM lifted prices for months. The trade now depends on that squeeze holding.

## What would break the thesis

A rebound in memory pricing or firmer hyperscaler capex would reverse the basket, while a deeper capex cut would extend the drawdown.

## Sources

- [INTC, AMD, AVGO, MU Decline On Samsung’s Profit Miss, Lighter Capex From Microsoft, Alphabet](https://finnhub.io/api/news?id=a5e88b0346364384c58a7fb369d2f830a360eef7cef8b41e98884b02870191c7) — Yahoo

---

Trade DRAM perpetual futures 24/7 onchain: https://perplo.app/asset/DRAM