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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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Pokedex
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.

22Companies3Segments8Shown
All Memory22HBM / DRAM7NAND7Other8
Market capAll caps8> $10B5> $100B0
Other - 8 companiesSorted by market cap
  • 603986.SSGigaDevice Semiconductor (Beijing) Inc.Other$69.2BSHH·CN›
  • 688008.SSMontage Technology Co., Ltd.Other$44.9BSHH·CN›
  • 688766.SSPuya Semiconductor (Shanghai) Co., Ltd.Other$16.2BSHH·CN›
  • RMBSRambus Inc.Other$13.4BNASDAQ·US›
  • 6770.TWPowerchip Semiconductor Manufacturing Corp.Other$11.5BTAI·TW›
  • 3529.TWOeMemory Technology Inc.Other$7.5BTWO·TW›
  • 6531.TWAP Memory Technology CorporationOther$5.5BTAI·TW›
  • 688123.SSGiantec Semiconductor CorporationOther$3.9BSHH·CN›
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