Bullish

ChangXin Memory Weight Surges to 2.52% in Global DRAM ETF Rebalancing

2026-08-03 22:28:47

Roundhill Memory ETF elevates ChangXin to 8th largest holding at 2.52%, surpassing Zhiyi Innovation. This marks the highest weighting for a Chinese storage firm in the fund, signaling increased international capital allocation to domestic DRAM producers.

Woofun AI data shows that the Roundhill Memory ETF completed its latest rebalancing, increasing ChangXin Technology’s weight to 2.52% and ranking it as the eighth-largest holding.

Concurrently, Zhiyi Innovation’s position was reduced from 2.91% to 1.51%, dropping to tenth place. ChangXin Technology now holds the highest weight among Chinese storage companies in the ETF.

ChangXin Technology, which debuted on the Sci-Tech Innovation Board on July 27th with an IPO price of 8.66 CNY, closed at 54.99 CNY on August 3rd, reaching a market value of approximately 3.68 trillion CNY. The company is estimated to hold a 7.67% global DRAM market share in the fourth quarter of 2025, ranking fourth worldwide. The Roundhill Memory ETF, listed on April 2, 2026, has surpassed $25 billion in assets under management within three months.

WOOFUN AI

Impact Assessment · Quick Read

The inclusion of ChangXin Technology in a major global thematic ETF signals growing institutional recognition of China's DRAM sector. As the highest-weighted Chinese component, this shift may attract further foreign capital into domestic semiconductor plays. However, recent corrections in global semiconductor stocks suggest near-term volatility could persist despite long-term structural interest.
Generated by WOOFUN AI · For reference only, not investment advice

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