Curadoria · IA e semicondutores

AI servers, memory & storage

Por InspectStocksPublished 14 de out. de 202617 companies0 follower

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

Agrupadas com a ajuda de um modelo de IA e revisadas pelos nossos editores. A linha abaixo de cada empresa diz por que ela está aqui.

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Os preços das ações são o fechamento de 11 de nov. de 2026, do feed da bolsa IEX.

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
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo
Business trend
Estável
Business quality
Mista
Getting better
Piorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando com força
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando com força
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+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando com força
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
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando com força
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
Crescimento e caixa
Crescendo com força
Business trend
Acelerando
Business quality
Mista
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Misto
Business trend
Estável
Business quality
Sólida
Getting better
Misto
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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