On June 4, Roundhill Memory ETF declined 7.52% in regular trading, trading at $64.865/share, with trading volume of $665 million.

On the news front, SK Hynix formally announced a five-year plan to double wafer capacity across all product lines including HBM, DDR5, and 3D NAND, signaling massive future supply additions. While analysts note the DRAM supply-demand gap remains approximately 8% and NAND gap around 5% with shortages potentially persisting through 2027, the scale of planned expansion may have prompted profit-taking in memory-related equities.

Market context reinforces this view: the broader semiconductor index has already surged over 50% year-to-date, and analysts have explicitly cautioned against chasing momentum when sentiment is overheated. Although new capacity from overseas manufacturers is not expected to materially contribute until late 2027, the confirmation of aggressive multi-year capex plans by SK Hynix, alongside similar expansion signals from Samsung and Micron, appears to have weighed on near-term sentiment for the memory sector.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)