Memory
HBM, DRAM, NAND, and related memory suppliers that determine bandwidth and system capacity.
Mapped companies
22
Segments
0
Largest
005930.KS
Stack layer
Silicon
Segment
Optional filters for obvious buckets only.
Company Universe
Memory names above $1B
22 shown, sorted by approximate USD market cap
005930.KS
Samsung Electronics Co., Ltd.
Core HBM, DDR, NAND, and enterprise storage supplier for AI accelerators and data center infrastructure.
Market cap
$995.8B
000660.KS
SK hynix Inc.
Leading HBM supplier for AI accelerators and high-bandwidth training and inference systems.
Market cap
$567.8B
MU
Micron Technology, Inc.
Direct HBM, DDR, NAND, and enterprise SSD exposure for AI server platforms.
Market cap
$560.2B
SNDK
Sandisk Corporation
Flash storage and SSD exposure for AI data pipelines, checkpointing, and data center storage.
Market cap
$146.1B
WDC
Western Digital Corporation
High-capacity storage exposure for AI data lakes, training corpora, and data center archival tiers.
Market cap
$137.0B
STX
Seagate Technology Holdings plc
Storage capacity supplier for AI datasets, checkpoints, object storage, and data center cold and warm storage tiers.
Market cap
$127.8B
285A.T
Kioxia Holdings Corp.
NAND and SSD supply for data center storage layers supporting AI workloads.
Market cap
$118.3B
603986.SS
GigaDevice Semiconductor (Beijing) Inc.
Edge memory and controller silicon exposure.
Market cap
$29.1B
688008.SS
Montage Technology Co., Ltd.
Memory interface and data center silicon for AI server platforms.
Market cap
$27.4B
2408.TW
Nanya Technology Corporation
DRAM supply exposure in the broader server and memory ecosystem around AI infrastructure.
Market cap
$20.3B
RMBS
Rambus Inc.
Memory interface layer for data center platforms.
Market cap
$17.1B
2344.TW
Winbond Electronics Corporation
Specialty memory and embedded flash exposure for server, networking, edge, and control-plane systems.
Market cap
$12.6B
8299.TWO
Phison Electronics Corp.
SSD controller and storage subsystem exposure for AI servers.
Market cap
$11.6B
3529.TWO
eMemory Technology Inc.
Memory IP used in advanced SoCs and custom silicon.
Market cap
$9.3B
2337.TW
Macronix International Co., Ltd.
Non-volatile memory exposure for server, networking, storage, and embedded AI infrastructure components.
Market cap
$7.8B
688110.SS
Dosilicon Co., Ltd.
Domestic China memory supply exposure for networking, IoT, industrial, embedded, and edge AI systems.
Market cap
$7.7B
6770.TW
Powerchip Semiconductor Manufacturing Corp.
Mature-node foundry and memory-related wafer capacity for support devices around AI infrastructure.
Market cap
$7.1B
688766.SS
Puya Semiconductor (Shanghai) Co., Ltd.
Specialty flash and EEPROM exposure for edge, embedded, networking, and control-plane electronics.
Market cap
$5.7B
SIMO
Silicon Motion Technology Corporation
Storage controller exposure for AI servers and edge devices.
Market cap
$5.1B
6531.TW
AP Memory Technology Corporation
Specialty memory exposure for edge and AI-capable systems.
Market cap
$4.1B
688123.SS
Giantec Semiconductor Corporation
DDR5 SPD and EEPROM exposure for server memory modules and broader memory subsystem electronics.
Market cap
$2.8B
3006.TW
Elite Semiconductor Microelectronics Tech Inc
Specialty memory exposure around edge, embedded, and device-side AI infrastructure.
Market cap
$1.3B