큐레이션 · AI·반도체

AI servers, memory & storage

InspectStocks 제공Published 2026년 10월 14일17 companies0 followers

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

AI 모델의 도움으로 묶고 편집자가 검토했습니다. 각 기업 아래의 한 줄이 이 기업이 여기 있는 이유를 설명합니다.

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카드 티어

주가는 2026년 11월 11일 종가이며, IEX 거래소 피드 기준입니다.

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