キュレーション · AI・半導体

AI servers, memory & storage

InspectStocks 編集Published 2026年10月14日17 companies0 followers

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

AI モデルの助けを借りてグループ分けし、編集部が確認しました。各企業の下の一行が、ここに入っている理由を説明します。

Download image

カードティア

株価は2026年11月11日の終値です（IEX取引所のデータ）。

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%

Sort by

DELLDell Technologies Inc.
Computer hardwareMarket cap $243.6BP/E 21.72
$373.55+168.2%1Y
Since added -34.7%
A
成長と現金
力強く成長
Business trend
加速
Business quality
まちまち
Getting better
改善中
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
成長と現金
力強く成長
Business trend
加速
Business quality
まちまち
Getting better
改善中
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
成長と現金
成長中
Business trend
安定
Business quality
まちまち
Getting better
悪化中
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+
成長と現金
力強く成長
Business trend
加速
Business quality
高い
Getting better
大きく改善
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+
成長と現金
力強く成長
Business trend
加速
Business quality
高い
Getting better
改善中
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+
成長と現金
力強く成長
Business trend
加速
Business quality
高い
Getting better
改善中
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+
成長と現金
力強く成長
Business trend
加速
Business quality
高い
Getting better
大きく改善
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+
成長と現金
力強く成長
Business trend
安定
Business quality
高い
Getting better
大きく改善
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
成長と現金
力強く成長
Business trend
加速
Business quality
まちまち
Getting better
改善中
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
成長と現金
力強く成長
Business trend
加速
Business quality
まちまち
Getting better
改善中
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
成長と現金
力強く成長
Business trend
加速
Business quality
まちまち
Getting better
改善中
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
成長と現金
力強く成長
Business trend
安定
Business quality
まちまち
Getting better
改善中
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
成長と現金
成長中
Business trend
加速
Business quality
まちまち
Getting better
改善中
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
成長と現金
成長中
Business trend
加速
Business quality
まちまち
Getting better
大きく改善
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
成長と現金
力強く成長
Business trend
加速
Business quality
まちまち
Getting better
改善中
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+
成長と現金
成長中
Business trend
加速
Business quality
高い
Getting better
改善中
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
成長と現金
まちまち
Business trend
安定
Business quality
堅実
Getting better
まちまち
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

Green and red compare each figure with the same window a year earlier. Grades and checks are the company page's own; nothing here is a recommendation.

DiscussionNo comments yet

Be civil and stick to the companies. Comments are opinions, not advice.

Lists are their owners' own, and notes and comments are opinions. Grades describe businesses from their filings; nothing here is a recommendation to buy or sell.