Group

Memory

9 themes59 tickers
10D rank10D#181of 182 groups/182
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.

Themes in this group

Memory '26: DRAMDRAM11$249.56B$2.75T+1.45%-8.82%-16.51%-15.93%+146.95%+200.51%+578.68%+826.39%-2.01%-16.38%+73.30%+588.83%-4.49%+0.59%
Memory '26: Enterprise SSD & Managed StorageEnterprise SSD & Managed Storage16$198.47B$3.18T+0.58%-10.55%-18.96%-19.09%+210.25%+277.24%+769.63%+1232.72%-10.85%-25.41%+81.81%+852.05%-4.95%+0.49%
Memory '26: Graphics & Mobile MemoryGraphics & Mobile Memory14$695.22B$9.73T+1.54%-11.30%-16.88%-17.08%+115.84%+133.34%+339.71%+735.02%-7.57%-17.95%+65.00%+368.30%+2.46%+0.25%
Memory '26: CXL / Memory ExpansionCXL / Memory Expansion13$273.84B$3.56T+1.41%-11.77%-12.72%-13.60%+129.06%+130.34%+372.77%+631.50%-3.06%-18.51%+94.23%+383.23%-5.35%+1.55%
Memory '26: NAND / FlashNAND / Flash12$193.96B$2.33T-0.20%-12.28%-19.37%-18.50%+229.99%+301.25%+993.72%+1152.06%-13.34%-31.38%+78.12%+977.82%-2.09%-0.44%
Memory '26: High Bandwidth MemoryHigh Bandwidth Memory15$198.91B$2.98T+1.67%-12.88%-19.56%-20.80%+153.59%+152.87%+515.55%+996.11%-11.43%-25.37%+56.37%+588.55%-1.95%-3.87%
Memory '26: Korean Semis & MemoryKorean Semis & Memory8$216.13B$1.73T-0.68%-16.16%-19.16%-23.13%+117.79%+141.74%+360.52%+586.67%-7.24%-15.97%+30.91%+387.63%-8.49%+11.03%
Memory '26: HBM Inspection, Packaging & BondingHBM Inspection, Packaging & Bonding9$48.46B$436.11B-0.67%-18.13%-14.45%-17.13%+55.11%+61.32%+93.81%+274.44%-19.86%-31.94%+7.46%+156.90%-3.18%-12.40%
Memory '26: HBM TestingHBM Testing8$28.73B$229.81B-0.17%-22.27%-9.24%-18.22%+119.05%+165.52%+307.63%+653.80%+1.05%-16.98%+39.03%+435.72%+1.88%+2.01%

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