Global Storage ETF Includes ChangXin Memory Technologies, China's Leading DRAM Manufacturer Attracting International Capital

BlockBeats News, August 3rd, the world's first pure-play memory thematic ETF - Roundhill Memory ETF (DRAM) completed its latest rebalancing, adding Chinese DRAM manufacturer ChangXin Technology to the top ten holdings with a weight of 2.52%, ranking as the eighth largest holding.

Data shows that during the same period, the A-share storage company Zhiyi Innovation's position in the DRAM sector within the ETF was reduced, with its weight dropping from 2.91% to 1.51%, ranking it tenth. ChangXin Technology has become the highest-weighted Chinese storage target in the ETF.

Market participants believe that ChangXin Technology's inclusion in a global storage thematic ETF indicates that international capital is beginning to pay further attention to the development of China's DRAM industry. Currently, ChangXin Technology has appeared in the same investment portfolio as global storage manufacturers such as Samsung Electronics, Micron Technology, and SK Hynix.

ChangXin Technology debuted on the Sci-Tech Innovation Board on July 27th with an IPO price of 8.66 CNY. On the first day of trading, the closing price was 49 CNY, with a one-day increase of 465.82%. As of the close on August 3rd, the company's stock price was 54.99 CNY, with a total market value of approximately 3.68 trillion CNY. According to Omdia data, in the fourth quarter of 2025, ChangXin Technology's global DRAM market share is estimated to be around 7.67%, ranking it fourth globally.

Roundhill Memory ETF was listed on the US Cboe BZX Exchange on April 2, 2026, as the world's first thematic ETF focusing on the memory chip sector. Data shows that the ETF's AUM exceeded $25 billion within three months of listing, with the top ten holdings including Samsung Electronics, Micron Technology, SK Hynix, Western Digital, Seagate Technology, SanDisk, Kioxia Holdings, ChangXin Technology, Nanya Technology, and Zhiyi Innovation.

Recently, global semiconductor stocks have experienced a correction, with the South Korean Composite Index falling by 5.12% on August 3rd. The stock prices of Samsung Electronics and SK Hynix both dropped by nearly 9%. Morgan Stanley believes that the recent liquidation of leveraged funds may provide new entry opportunities for AI and industrial cycle investments.