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Memory and Storage Stocks by Market Cap
DRAM, high bandwidth memory, NAND flash and drive makers ranked by market cap, the segment most directly squeezed by AI data centre demand. 9 companies listed, worth $3.678T combined.
| # | Company | Market Cap | Price | Change |
|---|---|---|---|---|
| 1 |  Samsung Electronics Co., Ltd.005930.KS·KSC | $1.138T | $173.29 | +4.11% |
| 2 | $1.060T | $938.40 | +8.05% | |
| 3 |  SK hynix Inc.000660.KS·KSC | $800.032B | $1,127.04 | +15.03% |
| 4 | $219.536B | $1,499.37 | +17.96% | |
| 5 | $191.825B | $846.37 | +3.15% | |
| 6 | $169.050B | $468.88 | +7.07% | |
| 7 |  Nanya Technology Corporation2408.TW·TAI | $52.643B | $16.99 | +12.12% |
| 8 |  NetApp, Inc.NTAP·NMS | $38.040B | $193.85 | -2.33% |
| 9 | $8.921B | $263.11 | +17.46% |
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Frequently asked questions
- Why have memory stocks risen so sharply?
- AI accelerators require large amounts of high bandwidth memory, and that demand has absorbed supply that would otherwise serve phones and PCs. The resulting shortage has pushed memory pricing and memory-maker valuations up sharply.
- What is high bandwidth memory?
- High bandwidth memory, or HBM, stacks DRAM dies vertically next to a processor to deliver far more throughput than standard memory. It is a key constraint on how many AI accelerators can be built.