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WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
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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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Pokedex/Memory
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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 Memory22HBM / DRAM7NAND7Other8
Market capAll caps7> $10B5> $100B4
NAND - 7 companiesSorted by market cap
  • SNDKSandisk CorporationNAND$236.7BNASDAQ·US›
  • STXSeagate Technology Holdings plcNAND$190.6BNASDAQ·US›
  • 285A.TKioxia Holdings Corp.NAND$187.1BJPX·JP›
  • WDCWestern Digital CorporationNAND$160.9BNASDAQ·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›
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