Memory Chip Preferences for 2026: Top 13👇:

Upstream Chips → Midstream Equipment → Downstream Storage Systems → Controllers & IP

1. DRAM / HBM (High Bandwidth Memory)

$000660.KS
SK Hynix
- The world's largest DRAM and HBM supplier
- Absolute leader in HBM3 / HBM3E, preferred for AI servers
- Directly benefits from $NVDA and AI data center dividends
- One of the most resilient companies in the memory super cycle

$005930.KS
Samsung Electronics
- The world's second-largest DRAM supplier
- The third-largest HBM supplier globally
- Strongest in scale and capital strength
- If HBM catches up successfully, profit potential is huge

$MU
Micron Technology
- One of the top three global DRAM suppliers
- The second-largest HBM supplier worldwide
- The fourth-largest NAND manufacturer globally
- When the memory cycle reverses, stock price elasticity is very high

2. NAND (Flash Memory)

$SNDK
SanDisk
- The fifth-largest NAND manufacturer globally
- Holds brand and technological advantages in consumer and enterprise SSDs
- Direct beneficiary when NAND prices recover

3. HDD (Hard Disk Drive)

$STX
Seagate Technology
- One of the two major HDD manufacturers globally
- Growing demand from AI data centers for high-capacity HDDs
- Stable cash flow, significant resilience at cycle lows

$WDC
Western Digital
- One of the two major HDD manufacturers globally
- Also involved in HDD + NAND dual layout
- Double engine drive if storage prices fully recover

4. Data Storage Systems and Solutions

$NTAP
NetApp
- Leader in enterprise data storage and management solutions
- Deep integration with cloud and AI data centers
- A stable stock with “selling shovels + selling systems” characteristics

$PSTG
Pure Storage
- Leader in all-flash storage systems
- Focused on high performance and low latency
- Key beneficiary of AI / cloud computing data architecture upgrades

5. Storage Packaging and Equipment Manufacturers

$LRCX
Lam Research
- Global leader in storage packaging and process equipment
- Essential for DRAM / NAND capacity expansion
- Core beneficiary of the rebound in memory capital expenditure

$AMAT
Applied Materials
- One of the largest semiconductor equipment suppliers worldwide
- Leading in thin film deposition technology for memory chips
- Benefits from the entire semiconductor and storage capital cycle

6. Chip Design, Main Control Chips, and Patent Technologies

$RMBS
Rambus
- Leading global memory IP and interface technology company
- The “toll booth” behind HBM, DDR standards
- Asset-light, high gross margin, explosive potential during upcycles

$SIMO
Silicon Motion Technology
- Global leader in NAND flash memory controllers
- Widely used in SSDs, mobile phones, and enterprise storage
- Direct beneficiary when NAND shipments recover

$MRVL
Marvell Technology
- Key supplier for data center and storage chips
- Deep involvement in AI server interconnects and storage architecture
- Dual focus on AI + storage

Memory Super Cycle in 2026 = AI pushes “storage” from supporting role to center stage

Going all-in on Micron Technology, what about you?