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  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Memory

HBM, DRAM, NAND, and related memory suppliers that determine bandwidth and system capacity.

22Companies3Segments12Shown
All Memory12HBM / DRAM5NAND5Other2
Market capAll caps22> $10B12> $100B7
12 companiesSorted by market cap
  • 005930.KSSamsung Electronics Co., Ltd.HBM / DRAM$1.23TKSC·KR›
  • MUMicron Technology, Inc.HBM / DRAM$1.05TNASDAQ·US›
  • 000660.KSSK hynix Inc.HBM / DRAM$855.6BKSC·KR›
  • SNDKSandisk CorporationNAND$219.9BNASDAQ·US›
  • STXSeagate Technology Holdings plcNAND$186.1BNASDAQ·US›
  • 285A.TKioxia Holdings Corp.NAND$163.8BJPX·JP›
  • WDCWestern Digital CorporationNAND$158.4BNASDAQ·US›
  • 2408.TWNanya Technology CorporationHBM / DRAM$52.9BTAI·TW›
  • 603986.SSGigaDevice Semiconductor (Beijing) Inc.Other$39.4BSHH·CN›
  • 688008.SSMontage Technology Co., Ltd.Other$36.3BSHH·CN›
  • 2344.TWWinbond Electronics CorporationHBM / DRAM$25.8BTAI·TW›
  • 8299.TWOPhison Electronics Corp.NAND$15.0BTWO·TW›
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