Companies exposed to NAND & AI storage
The AI stocks the model maps to NAND & AI storage — part of the chips layer, ranked by how strongly each name is exposed.
16 companies · ranked by exposure
The flash memory and hard drives that store the mountains of data AI trains on and produces.
Full explainer: what NAND & AI storage is & who makes it →Every token trained or served touches storage tiers whose capacity was planned before the AI demand shock. When NAND & AI storage 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 NAND & AI storage
- 1
Lam ResearchLRCXSupplier70 - 2
MicronMUProducer70 - 3
Seagate TechnologySTXProducer70 - 4
SK hynix000660.KSProducer70 - 5
Western DigitalWDCProducer70 - 6
SanDiskSNDKProducer60 - 7
Phison Electronics8299.TWSupplier45 - 8HMHana MaterialsSupplier40
- 9
Silicon Motion TechnologySIMOSupplier40 - 10
AMEC (Advanced Micro-Fabrication Equipment Inc.)688012.SSSupplier30 - 11
Canon7751.TR&D30 - 12603986.SSGigaDevice Semiconductor603986.SSProducer30
- 13MCHPMicrochip TechnologyMCHPSupplier30
- 14
NAURA Technology Group002371.SZSupplier30 - 15
Shenzhen Longsys Electronics301308.SZProducer30 - 16
Biwin Storage Technology688525.SSProducer25
Frequently asked
What are the top NAND & AI storage stocks?
By modeled exposure to NAND & AI storage: Lam Research, Micron, Seagate Technology, SK hynix, Western Digital, SanDisk. The full ranked list of 16 names is below.
Which companies make NAND & AI storage?
The names the model tags as producers or suppliers of NAND & AI storage: Lam Research, Micron, Seagate Technology, SK hynix, Western Digital, SanDisk.
What is NAND & AI storage?
The flash memory and hard drives that store the mountains of data AI trains on and produces.
What happens if NAND & AI storage runs short?
Storage allocation delays data-center deployments and raises the cost floor of AI data pipelines.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.