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What’s New In Investments, Funds? – Defiance
Editorial Staff
22 June 2026
Defiance The ETF is listed on Xetra and Borsa Italiana, with the London Stock Exchange to follow. Memory prices are moving higher. Demand from AI, cloud computing, and data centres is absorbing a growing share of advanced memory capacity, while major manufacturers are prioritising higher-margin areas such as high-bandwidth memory and server-grade DRAM (Dynamic Random Access Memory) over more commoditised consumer applications. This shift is creating pressure across the wider technology supply chain, the firm said in a statement. As supply is redirected towards AI infrastructure and hyperscale data centres, manufacturers of everyday devices are facing higher input costs and tighter availability. The ETF may be significantly affected by events or conditions impacting the memory semiconductors and data storage industry and related end-markets. This year, it is expected that there will not be enough memory to meet worldwide demand. DRAM and solid-state drive (SSD) prices could rise as much as 130 per cent by the end of 2026, according to Gartner. Exposure to the memory sector through ETFs has so far only been possible in the US, where assets under management (AuM) are now around $20 billion.
US-based , an issuer specialising in thematic, income, and leveraged ETFs, has launched Europe’s first memory exchange-traded fund – the Defiance Memory UCITS ETF. The ETF will invest predominantly in companies that are involved in the development, manufacturing, commercialisation, and storage of memory semiconductors and data storage systems, which will need to expand to keep up with AI-driven demand.