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Memory & Storage

HBM, DRAM, NAND, hard drives

Every accelerator is bottlenecked by how fast it can be fed data. High-bandwidth memory sits next to the GPU; DRAM, flash and hard drives hold the training data and model outputs.

CompanyTicker
Micron Technology
High-bandwidth memory (HBM) for AI accelerators, plus DRAM and NAND.
MU
SanDisk
NAND flash and enterprise SSDs; separated from Western Digital in 2025.
SNDK
Western Digital
Hard disk drives for hyperscale data storage.
WDC
Seagate Technology
High-capacity hard drives for cloud and AI data storage.
STX

Latest 10-K, 10-Q and 8-K filings in Memory & Storage

Source: SEC EDGAR