Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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

Agent API Subscribe

Pokedex

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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

Agent API Subscribe

Pokedex/Memory

Search/

Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

Search/

Industry

Memory

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

22Companies3Segments7Shown

All Memory22 HBM / DRAM7 NAND7 Other8

Market capAll caps7 > $10B5 > $100B4

NAND - 7 companiesSorted by market cap

SNDKSandisk CorporationNAND$237.2BNASDAQ·US
STXSeagate Technology Holdings plcNAND$192.1BNASDAQ·US
285A.TKioxia Holdings Corp.NAND$186.9BJPX·JP
WDCWestern Digital CorporationNAND$160.7BNASDAQ·US
8299.TWOPhison Electronics Corp.NAND$14.4BTWO·TW
SIMOSilicon Motion Technology CorporationNAND$8.6BNASDAQ·HK
2337.TWMacronix International Co., Ltd.NAND$7.6BTAI·TW

< All industries