Korea / US · Chips & Networking
AI Memory (HBM & DRAM)
Three suppliers make essentially all HBM. Each HBM bit consumes several times the wafer area of standard DRAM, crowding out conventional supply.
DRAM wafer→TSV stack→HBM cube→Co-package
88
Tightness score ⓘ
#2 of 56
▲ Tightening
Lead time
12–18 mo
Theme 1M
−23.5%% in uptrend
0%Metric to watch
HBM contract commentary, DRAM contract prices, and Korea semiconductor exports.
What would prove us wrong
Weakens if HBM inventory builds and pricing softens while GPU shipments rise.
Memory theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| MU Micron Technology |
US HBM/DRAM supplier; allocation thesis pulse | NASDAQ US |
$903.6 | +2.97% | −16.5% | +10.1% | +216.8% | −25.5% | 2026-12-23 | |
| 000660.KS SK hynix |
HBM share leader | KRX Korea |
₩1,275,000 | −0.16% | −31.8% | −30.3% | +96.3% | −56.3% | 2026-10-27 | |
| 005930.KS Samsung Electronics |
HBM, DRAM and foundry across memory and logic | KRX Korea |
₩213,000 | −1.16% | −22.3% | −18.2% | +78.2% | −41.2% | 2026-10-28 |
Recent headlines
Auto-updated- BofA Reiterates Micron Buy on Memory Roadmap and SupplyTradingPedia · 5h ago
- Memory Giants Split Over 4F² DRAM StrategyBusinesskorea · 6h ago
- Micron stays a buy rating at BofA on memory supply outlook and tech gainsStreetInsider · 7h ago
- “Durability and Predictability”: Micron Is Up 200% in 2026. Take Profits, or Buy More?Yahoo Finance · 9h ago
- Micron's Buyback Authority and NAND Roadmap Matter More Than Friday's 2.7% Bouncead-hoc-news.de · 9h ago
- Shareholder returns key to rebound in Samsung and SK hynix shares머니투데이 · 9h ago