Companies exposed to DRAM

The AI stocks the model maps to DRAM — part of the chips layer, ranked by how strongly each name is exposed.

27 companies · ranked by exposure

What is DRAM?

The regular fast memory used broadly across computers and servers.

Full explainer: what DRAM is & who makes it →

It shares manufacturing capacity with HBM and supports the wider compute base. When DRAM tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.

The companies, ranked by exposure to DRAM

Frequently asked

What are the top DRAM stocks?

By modeled exposure to DRAM: Nanya Technology Corporation, CXMT (ChangXin Memory Technologies), SK hynix, Winbond Electronics Corporation, Micron, Montage Technology. The full ranked list of 27 names is below.

Which companies make DRAM?

The names the model tags as producers or suppliers of DRAM: Nanya Technology Corporation, CXMT (ChangXin Memory Technologies), SK hynix, Winbond Electronics Corporation, Micron, Montage Technology.

What is DRAM?

The regular fast memory used broadly across computers and servers.

What happens if DRAM runs short?

Capacity reallocation creates shortages or price spikes elsewhere.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0

All companies What is DRAM? →