Group

Memory

9 themes59 tickers
10D rank10D#6of 172 groups/172
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: HBM TestingHBM Testing6$49.80B$298.82B+5.44%+12.98%+39.01%+5.44%+224.55%+285.04%+487.63%+763.61%+31.77%+20.46%+104.61%+679.68%+14.75%+33.92%
Memory '26: High Bandwidth MemoryHigh Bandwidth Memory13$200.46B$2.61T+3.37%+8.97%+28.41%+3.22%+173.67%+245.25%+382.21%+741.56%+24.42%+13.37%+91.81%+503.94%-2.73%+22.10%
Memory '26: Korean Semis & MemoryKorean Semis & Memory8$302.25B$2.42T-0.38%+8.83%+20.82%-1.57%+178.87%+272.55%+409.45%+991.53%+41.25%-9.86%+67.63%+524.39%-8.56%+42.67%
Memory '26: HBM Inspection, Packaging & BondingHBM Inspection, Packaging & Bonding9$66.86B$601.70B+4.16%+6.98%+18.73%+4.11%+82.87%+107.19%+124.83%+289.08%+11.18%-0.55%+32.15%+188.18%-3.68%+11.43%
Memory '26: Graphics & Mobile MemoryGraphics & Mobile Memory14$837.42B$11.72T+0.91%+2.23%+17.32%+0.86%+162.55%+237.69%+442.57%+1058.10%+21.80%+4.27%+100.71%+469.65%+1.80%+15.18%
Memory '26: CXL / Memory ExpansionCXL / Memory Expansion13$357.47B$4.65T+0.98%+2.12%+23.34%+0.55%+166.56%+179.08%+493.19%+871.12%+22.89%-3.97%+126.04%+462.35%-5.74%+26.30%
Memory '26: DRAMDRAM11$330.82B$3.64T+0.76%+2.07%+11.68%+0.73%+195.92%+331.50%+705.99%+1102.06%+31.33%+5.91%+107.67%+725.44%-4.99%+27.02%
Memory '26: Enterprise SSD & Managed StorageEnterprise SSD & Managed Storage16$272.01B$4.35T-1.84%-2.08%+9.45%-4.82%+266.96%+425.37%+891.03%+1390.75%+16.85%-6.90%+115.11%+970.58%-6.03%+25.57%
Memory '26: NAND / FlashNAND / Flash12$266.60B$3.20T-1.33%-2.74%+5.53%-2.55%+296.48%+514.52%+1066.63%+1401.94%+15.50%-9.24%+114.16%+1076.39%-3.27%+19.70%

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