| # | Company | Market | Market cap | % of segment | Today | 30 days | Close | Country |
|---|---|---|---|---|---|---|---|---|
| 1 | Micron Technology MU | US | $1.21T | 29.3% | -2.05% | 1,074.89 USD | USA | |
| 2 | Samsung Electronics 005930.KS | KR | $1.20T | 28.9% | +0.55% | 276,000.00 KRW | South Korea | |
| 3 | SK Hynix 000660.KS | KR | $998.6B | 24.1% | +0.77% | 1,833,000.00 KRW | South Korea | |
| 4 | SanDisk SNDK | US | $251.8B | 6.1% | -3.79% | 1,719.99 USD | USA | |
| 5 | Kioxia Holdings 285A.T | JP | $201.3B | 4.9% | — | — | 19,300.00 JPY | Japan |
| 6 | Western Digital WDC | US | $149.7B | 3.6% | -10.22% | 415.29 USD | USA | |
| 7 | GigaDevice 603986 | SH | $37.1B | 0.9% | -3.72% | 353.90 CNY | China | |
| 8 | Longsys 301308 | SZ | $20.7B | 0.5% | -3.12% | 301.93 CNY | China | |
| 9 | Hanmi Semiconductor 042700.KS | KR | $19.2B | 0.5% | +1.49% | 268,500.00 KRW | South Korea | |
| 10 | Biwin Storage Technology 688525 | SH | $13.7B | 0.3% | -3.15% | 192.35 CNY | China | |
| 11 | Shenzhen Demingli 001309 | SZ | $12.1B | 0.3% | -3.69% | 358.46 CNY | China | |
| 12 | Shannon Xinchuan 300475 | SZ | $10.7B | 0.3% | -4.34% | 153.24 CNY | China | |
| 13 | Ingenic Semiconductor 300223 | SZ | $9.9B | 0.2% | -4.05% | 129.15 CNY | China | |
| 14 | Leeno Industrial 058470.KS | KR | $4.8B | 0.1% | +3.91% | 81,400.00 KRW | South Korea | |
| 15 | Giantec Semiconductor 688123 | SH | $3.8B | 0.1% | -3.94% | 159.68 CNY | China |
The Memory / HBM segment of the AI compute value chain covers 15 listed companies across 5 markets (JP, KR, SH, SZ, US) and 4 countries/regions (China, Japan, South Korea, USA). As of October 04, 2026, the segment's combined market cap is $4.15 trillion ($4.15T) — 16.4% of the $25.33T tracked across the whole chain.
Micron Technology leads the segment at $1.21T (29.3% of the segment), followed by Samsung Electronics ($1.20T) and SK Hynix ($998.6B). Top-3 concentration is 82.3%.
For the full analysis of this segment — boundaries, competitive landscape, key tracking variables and where A-share names fit — read the Chinese version.