Curated · AI & semiconductors

AI servers, memory & storage

By InspectStocksPublished Oct 14, 202617 companies0 followers

Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.

Grouped with the help of an AI model and reviewed by our editors. The line under each company says why it is here.

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Share prices are the Nov 11, 2026 close, from the IEX exchange feed.

Grade mix

A 9B 3C 4D 1

Revenue growing

17 of 17

Free cash flow growing

10 of 17

Median price move, 1 year

+66.6%

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DELLDell Technologies Inc.
Computer hardwareMarket cap $243.6BP/E 21.72
$373.55+168.2%1Y
Since added -34.7%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$151.2B+49.0%
Profit
$11.4B+135.2%
Free cash flow
$8.6B+76.1%
Discuss
Why it is here: Sells PCs, servers and storage equipment to businesses and consumers
HPEHEWLETT PACKARD ENTERPRISE COMPANY
Communication equipmentMarket cap $66.7BP/E 26.04
$50.25+117.8%1Y
Since added -27.0%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$41.9B+26.6%
Profit
$2.8B+123.6%
Free cash flow
$4.2B+1,747.1%
Discuss
Why it is here: Sells servers and storage systems to enterprises
SMCISuper Micro Computer, Inc.
Computer hardwareMarket cap $20.1BP/E 6.42
$30.42-19.8%1Y
Since added -22.1%
C
Growth & cash
Growing
Business trend
Steady
Business quality
Mixed
Getting better
Deteriorating
Revenue
$54B+156.5%
Profit
$3.7B+361.2%
Free cash flow
-$6.5B-3,081.8%
Discuss
Why it is here: Builds AI and data-centre servers and storage systems
MUMicron Technology, Inc.
SemiconductorsMarket cap $918.5BP/E 10.92
$811.82+231.9%1Y
Since added -14.8%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving strongly
Revenue
$133.2B+256.3%
Profit
$85B+895.1%
Free cash flow
$59B+3,435.0%
Discuss
Why it is here: Makes DRAM and NAND memory for data-centre, PC, phone and auto customers
SNDKSandisk Corporation
SemiconductorsMarket cap $139.1BP/E 7.81
$977.41+245.3%1Y
Since added -34.0%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$29B+272.4%
Profit
$19.4B+1,216.2%
Free cash flow
$17.4B+3,265.3%
Discuss
Why it is here: Makes flash storage products for data centres and PCs
WDCWESTERN DIGITAL CORPORATION
SemiconductorsMarket cap $117.2BP/E 12.14
$312.98+88.8%1Y
Since added -17.7%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$14.5B+43.0%
Profit
$10B+288.7%
Free cash flow
$4.3B+121.1%
Discuss
Why it is here: Makes hard disk drives for cloud and PC customers
STXSeagate Technology Holdings plc
SemiconductorsMarket cap $126.7BP/E 28.94
$551.91+96.0%1Y
Since added -26.1%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving strongly
Revenue
$13.8B+44.4%
Profit
$4.4B+156.6%
Free cash flow
$4.2B+241.3%
Discuss
Why it is here: Makes hard drives for cloud data centres and PCs
NTAPNetApp, Inc.
Software infrastructureMarket cap $36BP/E 25.82
$183.05+66.6%1Y
Since added -23.4%
B+
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Strong
Getting better
Improving strongly
Revenue
$7.4B+12.2%
Profit
$1.4B+21.1%
Free cash flow
$1.7B-0.5%
Discuss
Why it is here: Sells data storage and data management systems and software
CLSCELESTICA INC.
Electronic componentsMarket cap $30.6BP/E 23.00
$242.91-27.4%1Y
Since added -32.1%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$18.2B+61.6%
Profit
$1.2B+73.8%
Free cash flow
$545.4M+37.0%
Discuss
Why it is here: Builds electronic hardware and data-centre systems for other brands
FLEXFLEX LTD.
Electronic componentsMarket cap $29.2BP/E 28.52
$78.99+25.5%1Y
Since added -28.8%
B
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$31B+17.5%
Profit
$1B+18.4%
Free cash flow
$783M-34.3%
Discuss
Why it is here: Contract manufactures electronics and hardware for other brands
JBLJABIL INC
Electronic componentsMarket cap $26.7BP/E 26.55
$258.84+21.1%1Y
Since added -18.6%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$36B+20.6%
Profit
$1B+58.6%
Free cash flow
$1.4B+17.2%
Discuss
Why it is here: Manufactures electronics and circuit boards for other brands
SANMSanmina Corporation
Electronic componentsMarket cap $8.5BP/E 28.50
$159.32-6.2%1Y
Since added -24.8%
A
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Mixed
Getting better
Improving
Revenue
$14.5B+78.7%
Profit
$378M+53.7%
Free cash flow
$594.1M+62.5%
Discuss
Why it is here: Provides contract manufacturing of electronics and circuit assemblies
PEverpure, Inc.
Computer hardwareMarket cap $35.5BP/E 145.90
$106.51+20.2%1Y
Since added -32.1%
C
Growth & cash
Growing
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$4.3B+27.2%
Profit
$253.3M+82.0%
Free cash flow
$128.2M-76.7%
Discuss
Why it is here: Sells flash-based enterprise data storage systems
PLXSPLEXUS CORP.
Electronic componentsMarket cap $5.7BP/E 31.28
$212.08+45.0%1Y
Since added -17.8%
C
Growth & cash
Growing
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving strongly
Revenue
$4B+1.8%
Profit
$185.4M+14.0%
Free cash flow
$61.9M-75.3%
Discuss
Why it is here: Provides contract design, manufacturing and repair of electronic products for other brands
BHEBENCHMARK ELECTRONICS, INC.
Electronic componentsMarket cap $2.3BP/E 42.22
$65.02+45.3%1Y
Since added -17.4%
B
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$3B+12.1%
Profit
$56M+59.6%
Free cash flow
$116.5M+50.8%
Discuss
Why it is here: Contract manufacturer building electronic equipment for other brands
SIMOSilicon Motion Technology Corporation
SemiconductorsMarket cap $6.2BP/E 86.22
$183.65+104.6%1Y
Since added -25.5%
C+
Growth & cash
Growing
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$1.6B+104.4%
Profit
$316M+227.6%
Free cash flow
$6.3M-80.8%
Discuss
Why it is here: Supplies NAND controllers used in memory storage devices
PENGPENGUIN SOLUTIONS, INC.
Information technology servicesMarket cap $3BP/E 18.97
$49.32+137.6%1Y
Since added -37.0%
D
Growth & cash
Mixed
Business trend
Steady
Business quality
Solid
Getting better
Mixed
Revenue
$1.7B+26.5%
Profit
$180.6M+611.3%
Free cash flow
-$163.5M-263.4%
Discuss
Why it is here: Sells memory modules, AI systems and storage hardware to data-centre customers

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