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
Agent APISubscribe
Sign in
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
Agent APISubscribe
Sign in
Pokedex/Memory
Search/
Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
Search/
Industry

Memory

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

22Companies3Segments13Shown
All Memory13HBM / DRAM5NAND5Other3
Market capAll caps22> $10B13> $100B7
13 companiesSorted by market cap
  • 005930.KSSamsung Electronics Co., Ltd.HBM / DRAM$1.33TKSC·KR›
  • MUMicron Technology, Inc.HBM / DRAM$1.09TNASDAQ·US›
  • 000660.KSSK hynix Inc.HBM / DRAM$886.1BKSC·KR›
  • SNDKSandisk CorporationNAND$236.4BNASDAQ·US›
  • STXSeagate Technology Holdings plcNAND$190.6BNASDAQ·US›
  • 285A.TKioxia Holdings Corp.NAND$187.0BJPX·JP›
  • WDCWestern Digital CorporationNAND$158.4BNASDAQ·US›
  • 2408.TWNanya Technology CorporationHBM / DRAM$51.4BTAI·TW›
  • 603986.SSGigaDevice Semiconductor (Beijing) Inc.Other$40.6BSHH·CN›
  • 688008.SSMontage Technology Co., Ltd.Other$34.1BSHH·CN›
  • 2344.TWWinbond Electronics CorporationHBM / DRAM$25.6BTAI·TW›
  • 8299.TWOPhison Electronics Corp.NAND$14.4BTWO·TW›
  • 688766.SSPuya Semiconductor (Shanghai) Co., Ltd.Other$10.2BSHH·CN›
< All industries