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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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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.

22Companies3Segments7Shown
All Memory7HBM / DRAM3NAND4Other0
Market capAll caps22> $10B12> $100B7
7 companiesSorted by market cap
  • MUMicron Technology, Inc.HBM / DRAM$969.0BNASDAQ·US›
  • 005930.KSSamsung Electronics Co., Ltd.HBM / DRAM$938.3BKSC·KR›
  • 000660.KSSK hynix Inc.HBM / DRAM$703.1BKSC·KR›
  • SNDKSandisk CorporationNAND$182.2BNASDAQ·US›
  • STXSeagate Technology Holdings plcNAND$146.0BNASDAQ·US›
  • 285A.TKioxia Holdings Corp.NAND$133.8BJPX·JP›
  • WDCWestern Digital CorporationNAND$132.6BNASDAQ·US›
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