While semiconductor ETFs SOXX and DRAM have experienced significant declines from their highs, the article argues that the Vanguard Information Technology ETF (VGT) is a better long-term investment choice. VGT offers broader tech sector exposure including AI infrastructure and software, lower fees (0.09% vs 0.65%), and more diversification across 314+ holdings compared to DRAM's concentrated bet on three memory chip stocks. The author suggests pairing VGT with individual international semiconductor holdings for customized exposure.
DRAMETF
Roundhill Memory ETF · CBOE
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2 latestMentions DRAM
Samsung projects record Q3 2026 earnings with 126.5% revenue growth and 782.3% operating profit growth, driven by surging AI infrastructure demand for memory chips. However, moderating price increases pose sustainability risks for the sector's profit growth.
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