Companies exposed to HBM
The AI stocks the model maps to HBM — part of the chips layer, ranked by how strongly each name is exposed.
35 companies · ranked by exposure
Super-fast memory stacked right next to AI chips so they are not starved for data.
Full explainer: what HBM is & who makes it →Accelerator performance and availability are bounded by HBM bandwidth and supply. When HBM 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 HBM
- 1
Advantest Corporation6857.TSupplier92 - 2
SK hynix000660.KSProducer92 - 3
NVIDIANVDAIntegrator85 - 46146.TDisco Corporation6146.TSupplier80
- 5
Onto InnovationONTOSupplier80 - 6
Tokyo Electron8035.TSupplier80 - 7042700.KSHanmi Semiconductor Co., Ltd.042700.KSSupplier78
- 8
Samsung Electronics005930.KSProducer78 - 93436.TSUMCO Corporation3436.TSupplier75
- 10
TeradyneTERSupplier72 - 11
AMDAMDIntegrator70 - 12
BE Semiconductor Industries N.V.BESISupplier70 - 13
Entegris, Inc.ENTGSupplier70 - 14
MicronMUProducer70 - 15
ASMPT Limited0522.HKSupplier62 - 16FORMFormFactorFORMSupplier60
- 17
RambusRMBSSupplier60 - 18
Micronics Japan Co., Ltd.6871.TSupplier58 - 19
TOWA Corporation6315.TSupplier58 - 20
Air LiquideAI.PASupplier55 - 21
ASM International N.V.ASM.ASSupplier55 - 22
Lam ResearchLRCXSupplier55 - 23
MKS InstrumentsMKSISupplier55 - 24
Amkor TechnologyAMKRSupplier52 - 25
Applied MaterialsAMATSupplier50 - 26
CXMT (ChangXin Memory Technologies)R&D50 - 27
Hansol Chemical Co., Ltd.014680.KSSupplier50 - 28
Resonac Holdings4004.TSupplier50 - 29
SUSS MicroTecSMHN.DESupplier45 - 30KLICKulicke & Soffa IndustriesKLICSupplier40
- 312408.TWNanya Technology Corporation2408.TWCompetitor30
- 32
SanDiskSNDKR&D30 - 33
TechnoprobeTPROSupplier30 - 34
VAT Group AGVACN.SWSupplier30 - 35
Winbond Electronics Corporation2344.TWCompetitor30
Frequently asked
What are the top HBM stocks?
By modeled exposure to HBM: Advantest Corporation, SK hynix, NVIDIA, Disco Corporation, Onto Innovation, Tokyo Electron. The full ranked list of 35 names is below.
Which companies make HBM?
The names the model tags as producers or suppliers of HBM: Advantest Corporation, SK hynix, Disco Corporation, Onto Innovation, Tokyo Electron, Hanmi Semiconductor Co., Ltd..
What is HBM?
Super-fast memory stacked right next to AI chips so they are not starved for data.
What happens if HBM runs short?
HBM shortfalls or yield problems directly cap GPU shipments.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.