On-Chain Memory Price Index

AIMEM

AI Memory Price Index โ€” The world's first tradeable memory chip price benchmark

119.08
+19.08% YTD
Base: 100.00 (Jan 1, 2026) ยท Updated: May 2, 2026 ยท vntl:AIMEM
4
Components
22
Price Points
24/7
Trading
$0
No DRAM Futures Exist

Why AIMEM?

Memory semiconductors are the most cyclical and supply-constrained component of the AI compute stack. Yet no tradeable instrument tracks chip prices directly.

๐Ÿšซ No DRAM Futures

CME, SGX โ€” all attempts to launch DRAM futures have failed. There is no exchange-traded memory commodity instrument anywhere in the world.

๐Ÿ“ˆ Memory Supercycle

Q2 2026: DRAM contract prices +58-63% QoQ. HBM sold out through 2026. NAND contracts +70-75% QoQ. The biggest memory boom in history โ€” and no way to trade it directly.

๐Ÿ”— First On-Chain

AIMEM is the world's first on-chain memory price index, deployed on Hyperliquid via HIP-3 as a perpetual contract. Trade memory prices 24/7 with up to 10x leverage.

๐Ÿ“Š Real Prices, Not Stocks

Unlike the DRAM ETF (which tracks stock prices), AIMEM tracks actual chip spot prices from TrendForce DRAMeXchange โ€” the industry standard.

Index Composition

Weighted basket of memory chip spot prices, reflecting AI-era demand patterns.

Component Weight Base (Jan '26) Current Change Data Source
DDR5 16Gb Spot 35% $28.00 $37.20 +32.9% TrendForce
HBM Proxy 30% 100.00 131.72 +31.7% Stock basket
NAND 512Gb TLC 20% $22.00 $20.60 -6.4% TrendForce
DDR4 16Gb Spot 15% $34.00 $32.50 -4.4% TrendForce

HBM Proxy Construction

Since HBM chips have no public spot price, we construct a proxy from memory stock prices weighted by HBM market share: 50% SK Hynix (62% HBM share) + 25% Samsung (17%โ†’30%) + 25% Micron (21%).

Memory Supply Chain

The companies that make, package, and consume the memory chips AIMEM tracks.

๐Ÿญ DRAM/HBM Makers

  • SK Hynix โ€” 62% HBM share
  • Samsung โ€” 17%โ†’30% HBM
  • Micron (MU) โ€” 21% HBM

๐Ÿ’พ NAND Makers

  • Samsung โ€” 31% share
  • Kioxia โ€” 17%
  • Western Digital โ€” 15%
  • Micron โ€” 11%

โš™๏ธ Equipment

  • ASML โ€” EUV lithography
  • Applied Materials โ€” Deposition
  • Lam Research โ€” Etch
  • Tokyo Electron โ€” Coat/develop

๐Ÿ“ฆ Packaging

  • ASE (ASEH) โ€” HBM packaging
  • Amkor (AMKR) โ€” Advanced pkg

๐Ÿ–ฅ๏ธ Key Customers

  • Nvidia โ€” #1 HBM buyer
  • AMD โ€” HBM/DDR5
  • Apple โ€” LPDDR5
  • Cloud (AWS/GCP/Azure)

๐Ÿ“Š Data Sources

  • TrendForce โ€” Spot prices
  • Silicon Data โ€” GDDR6 index
  • IBKR/Pyth โ€” Stock data

Live Data

Real-time scraped from TrendForce DRAMeXchange and stock exchanges.

AIMEM Overview
Index composition, component changes, YTD trajectory, and live chip prices.
TrendForce Price Ranges
DRAM spot price high/low/average ranges from TrendForce live scrape.

Use Cases

๐Ÿ›ก๏ธ

Hedging

Memory chip buyers (OEMs, cloud providers) hedge procurement costs. Manufacturers hedge revenue exposure.

๐Ÿ“ˆ

Speculation

Trade memory supercycles. Express views on AI compute demand. Bet on supply shortages.

๐Ÿ”ฌ

Research

Study commodity price discovery on-chain. Cross-asset correlation with NVDA, AI tokens.

Contract Specifications

Tickervntl:AIMEM
UnderlyingAIMEM Index (memory chip price basket)
SettlementUSDH (USD-pegged stablecoin)
Max Leverage10x
OI Cap$10,000,000
Mark Bandยฑ20% of oracle
Trading Hours24/7/365
PlatformHyperliquid (HIP-3)

Methodology

Transparent, reproducible, and fully documented.

Index Formula:

AIMEM_t = 100 ร— ฮฃ(w_i ร— P_i_t / P_i_base)

Where w_i are component weights, P_i_t is the current price, and P_i_base is the January 1, 2026 price.

Oracle Architecture:

Data Layer (TrendForce scraper + stock APIs) โ†’ Computation Layer (AIMEM engine) โ†’ On-Chain Layer (Hyperliquid HIP-3 oracle push every 3 seconds).

View Whitepaper โ†’