Memory · DRAM / NAND / HBM — The cycle king — and only one of them survives in SOX
Memory is the highest-amplitude semi sub-industry. MU is the only pure-play in SOX; Samsung and SK Hynix trade on KOSPI. Buying SMH leaves you ~60% short of global memory market cap. The AI HBM boom is split among these three.
What this page answers
This static page is built to answer searches for Memory · DRAM / NAND / HBM. It summarizes the live dataset behind the The cycle king — and only one of them survives in SOX panel and links to the full interactive chart.
Memory is the highest-amplitude semi sub-industry. MU is the only pure-play in SOX; Samsung and SK Hynix trade on KOSPI. Buying SMH leaves you ~60% short of global memory market cap. The AI HBM boom is split among these three. 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
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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.