メモリ · DRAM / NAND / HBM — サイクル王者——SOX に残るのは 1 社のみ
メモリは半導体内で最も振幅の大きいサブ業種。SOX の唯一の純メモリ銘柄は MU。Samsung と SK Hynix は KOSPI に上場——SMH を買っても世界メモリ時価総額の約 60% が抜け落ちる。AI HBM ブームはこの 3 社で分け合っている。
What this page answers
This static page is built to answer searches for メモリ · DRAM / NAND / HBM. It summarizes the live dataset behind the サイクル王者——SOX に残るのは 1 社のみ panel and links to the full interactive chart.
メモリは半導体内で最も振幅の大きいサブ業種。SOX の唯一の純メモリ銘柄は MU。Samsung と SK Hynix は KOSPI に上場——SMH を買っても世界メモリ時価総額の約 60% が抜け落ちる。AI HBM ブームはこの 3 社で分け合っている。 The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
Latest Snapshot
- Updated
- 2026-05-11
Static Preview
Data & Source
GET /api/semi/composition.json — Canonical dataset endpoint.
Yahoo Finance · Macrotrends · Robert Shiller · FRED · S&P Global · Nasdaq · NBER.
FAQ
Where does this data come from?
History of Market combines public market and macro datasets including Yahoo Finance, Macrotrends, Robert Shiller, FRED, S&P Global, Nasdaq, and NBER. The exact endpoint for this panel is linked below.
How often is it updated?
Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.
Can I use the data?
Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.