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DRAM, HBM, memory IP, advanced packaging, and storage — the memory bottleneck of AI compute scaling. The Samsung+SK Hynix+Micron trio is forecast to print ~$454B in FY26 operating income (Samsung +413% / SK Hynix +593% / Micron +684%) on HBM allocation tightness through 2026.
MU | RMBS | HXSCY | MRAM | SNDK | WDC | |
|---|---|---|---|---|---|---|
| MU | · | 0.50 | — | — | 0.79 | 0.64 |
| RMBS | 0.50 | · | — | — | 0.41 | 0.46 |
| HXSCY | — | — | · | — | — | — |
| MRAM | — | — | — | · | — | — |
| SNDK | 0.79 | 0.41 | — | — | · | 0.61 |
| WDC | 0.64 | 0.46 | — | — | 0.61 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.