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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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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
  • MUMicron Technology, Inc.HBM / DRAM$969.0BNASDAQ·US›
  • 005930.KSSamsung Electronics Co., Ltd.HBM / DRAM$911.8BKSC·KR›
  • 000660.KSSK hynix Inc.HBM / DRAM$674.7BKSC·KR›
  • SNDKSandisk CorporationNAND$182.2BNASDAQ·US›
  • STXSeagate Technology Holdings plcNAND$146.0BNASDAQ·US›
  • WDCWestern Digital CorporationNAND$132.6BNASDAQ·US›
  • 285A.TKioxia Holdings Corp.NAND$126.9BJPX·JP›
  • 2408.TWNanya Technology CorporationHBM / DRAM$43.8BTAI·TW›
  • 688008.SSMontage Technology Co., Ltd.Other$29.6BSHH·CN›
  • 603986.SSGigaDevice Semiconductor (Beijing) Inc.Other$29.3BSHH·CN›
  • 2344.TWWinbond Electronics CorporationHBM / DRAM$21.3BTAI·TW›
  • 8299.TWOPhison Electronics Corp.NAND$12.8BTWO·TW›
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