NASDAQ-listed companies in the DRAM and memory semiconductor supply chain.
15 tickers
15 NASDAQ-listed tickers in the DRAM and memory semiconductor supply chain (MU, ASML, AMD, AMKR, and AMAT). NASDAQ concentrates US memory leaders (Micron), equipment giants (Lam, Applied Materials, ASML ADR), and DRAM-adjacent AI names (NVIDIA) — a useful slice when your broker only offers US listings.
Many global DRAM leaders also trade OTC or on home exchanges: Samsung (SSNLF / 005930.KS) and SK hynix (HXSCL / 000660.KS) are not NASDAQ-primary. Cross-check dual listings before assuming NASDAQ coverage equals full DRAM exposure.
Filter by category chips above to narrow to pure DRAM manufacturers versus equipment or adjacent plays. Each card links to a detail page with price charts and peer P/E comparison within its segment.
Largest US-based memory manufacturer. Produces DRAM, NAND, and HBM; key supplier for data center, mobile, and AI accelerator builds.
Monopoly EUV lithography supplier. Advanced DRAM nodes depend on ASML tools, a bellwether for memory capex.
Sleeper DRAM-adjacent play: MI300 GPU ramps pull HBM alongside NVIDIA. Less crowded memory-demand narrative than NVDA with similar supply-chain leverage.
Sleeper pick: advanced packaging and OSAT for HBM stacks. Investors fixate on DRAM makers; Amkor captures stack-and-ship economics as HBM attach rates rise.
Largest semiconductor equipment vendor. DRAM capex cycles drive wafer-fab tool demand, an indirect DRAM trade.
Sleeper pick: probe cards and metrology for DRAM wafer test. Obscure but direct beneficiary when fabs qualify new HBM and DDR5 nodes.
CPU and foundry player with memory ventures (formerly Optane). Watch for packaging and HBM competition with pure DRAM names.
Short watchlist: lithography and process-control equipment at memory-capex peaks. Bookings lag DRAM pricing, , , classic setup for multiple compression when …
Etch and deposition equipment leader. Memory makers are major customers during DRAM fab upgrade cycles.
Sleeper pick: custom AI ASICs, storage controllers, and data-center silicon. Memory bandwidth and SSD attach trends link it to the DRAM cycle without bit pro…
AI GPU leader whose HBM demand tightens DRAM supply. Not a memory maker, but moves with the DRAM/HBM narrative.
Sleeper pick: DDR5 interface IP, CXL memory controllers, and security cores. Licensing model tied to server DRAM upgrades without fab capex risk.
Short watchlist: HDD vendor re-rated on AI data-lake narratives while core business is mechanical storage. Multiples can overshoot when DRAM/HBM steals the s…
Sleeper pick: NAND/SSD controller chips with memory-cycle beta. Smaller cap than MU or WDC but levered to storage pricing and enterprise SSD builds.
Flash and HDD storage company with NAND exposure. Often grouped with memory cycle trades alongside pure DRAM names.
For research and education only. Not investment advice. Verify quotes and fundamentals before trading.