DRAM is trading at $54.10, up 6.31% on August 12, 2026, after SK hynix restarted its Dalian NAND expansion, supporting expectations for sustained AI-data-center storage demand.

  • The expansion could increase local capacity by roughly 50%.
  • Samsung and SK hynix also advanced sharply as broader technology sentiment improved ahead of July CPI data.
  • The sector-driven ETF move contrasts with modestly higher DRAM spot prices, including mainstream DDR4 up 0.93%, reflecting forward-looking AI-memory demand and semiconductor momentum.