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Memory Supercycle — Basket

DRAM, NAND, HBM, and memory-interface suppliers riding the AI-driven memory demand upcycle — from the largest DRAM/HBM fabs to NAND controller and interface-chip specialists.

Constituents (11)

  • MICRON TECHNOLOGY INC (MU)
  • Sandisk Corp (SNDK)
  • SK Hynix Inc. (000660.KS)
  • Samsung Electronics Co., Ltd. (005930.KS)
  • Nanya Technology Corporation (2408)
  • Silicon Motion Technology CORP (SIMO)
  • 旺宏 (2337)
  • RAMBUS INC (RMBS)
  • Phison Electronics Corp. (8299)
  • Kioxia Holdings Corporation (285A.T)
  • Winbond Electronics Corporation (2344)

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