Group
Memory
9 themes59 tickers
10D rank#120of 133 groups
Get smart with Memory! We're tracking the AI-driven supercycle in High Bandwidth Memory (HBM), plus all the juicy bits of DRAM, NAND, and the advanced packaging and testing tech making AI happen.
Memory '26: CXL / Memory Expansion+243.16%11.1%
Memory '26: DRAM+464.66%11.1%
Memory '26: Enterprise SSD & Managed Storage+697.89%11.1%
Memory '26: Graphics & Mobile Memory+298.96%11.1%
Memory '26: HBM Inspection, Packaging & Bonding+127.19%11.1%
Memory '26: HBM Testing+271.57%11.1%
Memory '26: High Bandwidth Memory+274.58%11.1%
Memory '26: Korean Semis & Memory+381.30%11.1%
Memory '26: NAND / Flash+918.03%11.1%
As of Jul 27, 2026, 7:51 AM ET
Themes in this group
Build 20260727T115144
| Memory '26: Korean Semis & Memory | 8 | $355.76B | $2.13T | 0.00% | +3.89% | -10.12% | +381.30% | +381.30% | +352.23% | +414.54% | +57.04% | +502.54% | -0.35% | +37.64% |
| Memory '26: HBM Testing | 6 | $35.65B | $213.88B | -5.48% | -2.99% | -15.76% | +275.11% | +271.57% | +269.87% | +377.78% | +48.71% | +466.68% | -9.45% | +11.77% |
| Memory '26: Graphics & Mobile Memory | 14 | $786.44B | $10.22T | -2.92% | -3.35% | -8.48% | +298.44% | +298.96% | +387.26% | +826.65% | +78.64% | +434.20% | +3.49% | +7.23% |
| Memory '26: High Bandwidth Memory | 13 | $172.91B | $2.25T | -3.81% | -3.77% | -13.92% | +275.09% | +274.58% | +261.80% | +1448.34% | +58.50% | +399.27% | +6.34% | +14.25% |
| Memory '26: Enterprise SSD & Managed Storage | 16 | $259.89B | $3.90T | -3.33% | -4.85% | -7.95% | +233.98% | +697.89% | +842.66% | +248.13% | +110.76% | +913.67% | +5.27% | +18.20% |
| Memory '26: DRAM | 11 | $290.55B | $3.20T | -2.85% | -5.56% | -9.08% | +463.92% | +464.66% | +512.60% | +276.53% | +72.21% | +583.77% | +4.62% | +18.42% |
| Memory '26: HBM Inspection, Packaging & Bonding | 9 | $63.99B | $575.91B | -3.05% | -7.27% | +127.01% | +127.01% | +127.19% | +96.71% | +261.62% | +26.31% | +175.44% | +0.39% | +19.28% |
| Memory '26: NAND / Flash | 12 | $257.51B | $2.83T | -4.11% | -8.04% | -10.28% | +282.16% | +918.03% | +1025.08% | +186.40% | +110.94% | +1053.33% | +6.93% | +3.85% |
| Memory '26: CXL / Memory Expansion | 13 | $331.10B | $3.97T | -4.89% | -10.72% | -18.76% | +242.41% | +243.16% | +387.97% | +275.95% | +91.80% | +367.27% | +2.34% | +14.06% |
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