AI servers, memory & storage
Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.
借助 AI 模型分组，并经我们的编辑审核。每家公司下方的一行说明它为何在这里。
股价为 2026年11月11日 收盘价，来自 IEX 交易所数据。
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%
DELLDell Technologies Inc.Computer hardwareMarket cap US$243.6BP/E 21.72
US$373.55+168.2%1YSince added -34.7%
A- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$151.2B+49.0%Profit
US$11.4B+135.2%Free cash flow
US$8.6B+76.1%Why it is here: Sells PCs, servers and storage equipment to businesses and consumers
HPEHEWLETT PACKARD ENTERPRISE COMPANYCommunication equipmentMarket cap US$66.7BP/E 26.04
US$50.25+117.8%1YSince added -27.0%
A- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$41.9B+26.6%Profit
US$2.8B+123.6%Free cash flow
US$4.2B+1,747.1%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%1YSince added -22.1%
C- 成长与现金
- 在增长
- Business trend
- 平稳
- Business quality
- 参差
- Getting better
- 在恶化
Revenue
US$54B+156.5%Profit
US$3.7B+361.2%Free cash flow
-US$6.5B-3,081.8%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%1YSince added -14.8%
A+- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 强
- Getting better
- 明显改善
Revenue
US$133.2B+256.3%Profit
US$85B+895.1%Free cash flow
US$59B+3,435.0%Why it is here: Makes DRAM and NAND memory for data-centre, PC, phone and auto customers
SNDKSandisk CorporationSemiconductorsMarket cap US$139.1BP/E 7.81
US$977.41+245.3%1YSince added -34.0%
A+- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 强
- Getting better
- 在改善
Revenue
US$29B+272.4%Profit
US$19.4B+1,216.2%Free cash flow
US$17.4B+3,265.3%Why it is here: Makes flash storage products for data centres and PCs
WDCWESTERN DIGITAL CORPORATIONSemiconductorsMarket cap US$117.2BP/E 12.14
US$312.98+88.8%1YSince added -17.7%
A+- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 强
- Getting better
- 在改善
Revenue
US$14.5B+43.0%Profit
US$10B+288.7%Free cash flow
US$4.3B+121.1%Why it is here: Makes hard disk drives for cloud and PC customers
STXSeagate Technology Holdings plcSemiconductorsMarket cap US$126.7BP/E 28.94
US$551.91+96.0%1YSince added -26.1%
A+- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 强
- Getting better
- 明显改善
Revenue
US$13.8B+44.4%Profit
US$4.4B+156.6%Free cash flow
US$4.2B+241.3%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%1YSince added -23.4%
B+- 成长与现金
- 强劲增长
- Business trend
- 平稳
- Business quality
- 强
- Getting better
- 明显改善
Revenue
US$7.4B+12.2%Profit
US$1.4B+21.1%Free cash flow
US$1.7B-0.5%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%1YSince added -32.1%
A- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$18.2B+61.6%Profit
US$1.2B+73.8%Free cash flow
US$545.4M+37.0%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%1YSince added -28.8%
B- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$31B+17.5%Profit
US$1B+18.4%Free cash flow
US$783M-34.3%Why it is here: Contract manufactures electronics and hardware for other brands
JBLJABIL INCElectronic componentsMarket cap US$26.7BP/E 26.55
US$258.84+21.1%1YSince added -18.6%
A- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$36B+20.6%Profit
US$1B+58.6%Free cash flow
US$1.4B+17.2%Why it is here: Manufactures electronics and circuit boards for other brands
SANMSanmina CorporationElectronic componentsMarket cap US$8.5BP/E 28.50
US$159.32-6.2%1YSince added -24.8%
A- 成长与现金
- 强劲增长
- Business trend
- 平稳
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$14.5B+78.7%Profit
US$378M+53.7%Free cash flow
US$594.1M+62.5%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%1YSince added -32.1%
C- 成长与现金
- 在增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$4.3B+27.2%Profit
US$253.3M+82.0%Free cash flow
US$128.2M-76.7%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%1YSince added -17.8%
C- 成长与现金
- 在增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 明显改善
Revenue
US$4B+1.8%Profit
US$185.4M+14.0%Free cash flow
US$61.9M-75.3%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%1YSince added -17.4%
B- 成长与现金
- 强劲增长
- Business trend
- 加速
- Business quality
- 参差
- Getting better
- 在改善
Revenue
US$3B+12.1%Profit
US$56M+59.6%Free cash flow
US$116.5M+50.8%Why it is here: Contract manufacturer building electronic equipment for other brands
SIMOSilicon Motion Technology CorporationSemiconductorsMarket cap US$6.2BP/E 86.22
US$183.65+104.6%1YSince added -25.5%
C+- 成长与现金
- 在增长
- Business trend
- 加速
- Business quality
- 强
- Getting better
- 在改善
Revenue
US$1.6B+104.4%Profit
US$316M+227.6%Free cash flow
US$6.3M-80.8%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%1YSince added -37.0%
D- 成长与现金
- 参差
- Business trend
- 平稳
- Business quality
- 稳健
- Getting better
- 参差
Revenue
US$1.7B+26.5%Profit
US$180.6M+611.3%Free cash flow
-US$163.5M-263.4%Why it is here: Sells memory modules, AI systems and storage hardware to data-centre customers
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