What is DRAM?

DRAM (Dynamic Random Access Memory) is a type of semiconductor memory used in computing and data storage. The supplied material tracks supply-demand dynamics and pricing trends for DRAM alongside NAND flash memory.

• Jun 2026 - Ryan Detrick said supply-demand conditions for DRAM and NAND are expected to remain tight beyond calendar 2027.
• Jun 2026 - Michael Batnick noted that the Round Memory ETF (ticker DRRAM) surpassed $10 billion in assets under management in 35 days, the fastest in ETF history.
• Jun 2026 - Patrick O’Shaughnessy stated that they are 30% short all these things, referring to DRAM and related assets.
• Jul 2026 - Russell Clark said generic DRAM and NAND are now priced like Nvidia chips.