The Memory Cycle: Global Oligopoly and HBM Leadership
Global Memory Architecture — Competitive dynamics, market share, and cyclical swings across DRAM, NAND flash, and High-Bandwidth Memory (HBM).
The plate
Latest Snapshot
- Data file updated
- 2026-09-29
Memory exhibits the most violent cyclical swings in the semiconductor sector. Micron (MU) is the sole pure-play memory firm in the SOX index; global HBM and DRAM production is dominated by the three-firm oligopoly of Samsung, SK Hynix, and Micron.
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 Memory Cycle: Global Oligopoly and HBM Leadership panel and links to the full interactive chart.
Memory exhibits the most violent cyclical swings in the semiconductor sector. Micron (MU) is the sole pure-play memory firm in the SOX index; global HBM and DRAM production is dominated by the three-firm oligopoly of Samsung, SK Hynix, and Micron. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.
Data & Source
GET /api/semi/composition.json — Canonical dataset endpoint.
Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.
FAQ
Where does this data come from?
History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). 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.