{ "schema": "5lc-sublayer-selection/1", "sublayer": "memory", "asOf": "2026-10-20", "scope": { "geography": "Global commercial supply", "comparisonPeriod": "Calendar Q2 2026 for silicon; FY2025 for independent modules; period-specific role observations", "economicUnit": "Economic supplier, with controlled operating subsidiaries consolidated; Kioxia and Sandisk are independent sellers with shared manufacturing interests reconciled", "activity": "DRAM and NAND silicon, plus independent DRAM modules, memory interfaces and merchant SSD controllers", "excludedFunctions": "NOR/PSRAM-only and emerging memory technologies are not measured by the declared core score; HDD-only storage is outside scope. These boundaries constrain the meaning of Top 10." }, "eligibility": { "required": "Current commercial products or reported sales in a declared function; public and private assessed equally", "announcements": "Proposed fabs, funding, samples and product previews do not establish installed scale", "missing": "Unavailable is not zero. Unmeasured potential challengers remain in the universe and weaken certainty, rather than receiving a disclosure penalty." }, "predefinedFunctions": [ "independent DRAM modules", "memory interfaces", "merchant SSD controllers", "DRAM silicon", "NAND silicon" ], "candidateUniverse": [ { "entity": "Samsung", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "Samsung", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Memory business only; group DS and consolidated revenue excluded from Memory scale.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR01;MR02;MR03;MR29", "entityId": "samsung-electronics" }, { "entity": "SK hynix", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "SK hynix", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Include Solidigm in group NAND; no separate group and subsidiary selection.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR01;MR02;MR03;MR30", "entityId": "sk-hynix" }, { "entity": "Micron", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "Micron", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "DRAM and NAND; fiscal annual results are separate from common calendar-quarter market inputs.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR01;MR02;MR03;MR25;MR26;MR27", "entityId": "micron" }, { "entity": "CXMT", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "CXMT", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Listed issuer CXMTCorporation and operating company ChangXinMemoryTechnologies must be distinguished.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR03;MR28;MR41;MR45", "entityId": "cxmt" }, { "entity": "Kioxia", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "Kioxia", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Separate seller; shared fab equipment/output rights reconciled with Sandisk.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR02;MR31;MR32", "entityId": "kioxia" }, { "entity": "YMTC", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "YMTC", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Current primary prospectus now read. Parent and operating-company financials separated; Q2 selection remains industry estimates.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR04;MR33;MR47", "entityId": "ymtc" }, { "entity": "Sandisk", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "Sandisk", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Separate seller; legal separationFeb21 and tradingFeb24,2025. No double-count of entire joint fabs.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR02;MR38;MR39", "entityId": "sandisk" }, { "entity": "Nanya", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "Nanya", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "Q3 company facts located; selection remains common calendarQ2.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR01;MR03;MR34;MR42", "entityId": "nanya-technology" }, { "entity": "Winbond", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "Winbond", "in_original_memory_pool": "True", "evidence_sources": "M01;M02;M03;M04", "screening_reason": "DRAM,NOR,SLCNAND and group logic differ. NOR contribution is not quantified by core score. Announced acquisition not closed.", "prior_screening_reason": "Current merchant DRAM/NAND activity; commodity supply is relevant to AI and adjacent workloads.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR01;MR35;MR43;MR44", "entityId": "winbond" }, { "entity": "PSMC", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "PSMC", "in_original_memory_pool": "False", "evidence_sources": "M01", "screening_reason": "Count own consumer-DRAM activity only; foundry service excluded from producer sales.", "prior_screening_reason": "Count own consumer-DRAM activity only; foundry service excluded from producer sales.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": "psmc" }, { "entity": "GigaDevice", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "GigaDevice", "in_original_memory_pool": "False", "evidence_sources": "M25", "screening_reason": "Own-brand DRAM offering; resolve foundry versus brand overlap before independent revenue attribution.", "prior_screening_reason": "Own-brand DRAM offering; resolve foundry versus brand overlap before independent revenue attribution.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "ISSI", "role": "memory_silicon", "eligibility": "eligible", "parent_group": "ISSI", "in_original_memory_pool": "False", "evidence_sources": "M26", "screening_reason": "Own-brand DRAM offering; resolve foundry versus brand overlap before independent revenue attribution.", "prior_screening_reason": "Own-brand DRAM offering; resolve foundry versus brand overlap before independent revenue attribution.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "JHICC", "role": "memory_silicon", "eligibility": "pending", "parent_group": "JHICC", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead; M01/M03 residual screening", "screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "prior_screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Etron", "role": "memory_silicon", "eligibility": "pending", "parent_group": "Etron", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead; M01/M03 residual screening", "screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "prior_screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "ESMT", "role": "memory_silicon", "eligibility": "pending", "parent_group": "ESMT", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead; M01/M03 residual screening", "screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "prior_screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "AP Memory", "role": "memory_silicon", "eligibility": "scope_review", "parent_group": "AP Memory", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead; M01/M03 residual screening", "screening_reason": "Current IoTRAM and packaging activity; VHM production/revenue forecastfrom2028. Broad Memory candidate, core DRAM-market comparability unresolved.", "prior_screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR20", "entityId": null }, { "entity": "Jeju Semiconductor", "role": "memory_silicon", "eligibility": "pending", "parent_group": "Jeju Semiconductor", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead; M01/M03 residual screening", "screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "prior_screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Macronix", "role": "memory_silicon", "eligibility": "pending", "parent_group": "Macronix", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead; M01/M03 residual screening", "screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "prior_screening_reason": "Needs current product/activity and parent/scope confirmation; not silently zero or certified below cutoff.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Montage", "role": "memory_interface", "eligibility": "eligible", "parent_group": "Montage", "in_original_memory_pool": "True", "evidence_sources": "M08;M09;M10", "screening_reason": "Original HKEX reports replace mirrored source. Interconnect includes non-memory retimers.", "prior_screening_reason": "Server-memory interface participant; rank from isolated chip activity, not all-company sales.", "current_check": "Complete source-and-consistency dossier review delivered October 20; final editorial review pending.", "fresh_sources": "MR12;MR13", "entityId": "montage-technology" }, { "entity": "Renesas", "role": "memory_interface", "eligibility": "eligible", "parent_group": "Renesas", "in_original_memory_pool": "False", "evidence_sources": "M10;M23", "screening_reason": "Established memory-interface products; new Gen3 MRDIMM sampling, production forecastH22027. Relevant revenue missing.", "prior_screening_reason": "Server-memory interface participant; rank from isolated chip activity, not all-company sales.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR15;MR16", "entityId": null }, { "entity": "Rambus", "role": "memory_interface", "eligibility": "eligible", "parent_group": "Rambus", "in_original_memory_pool": "True", "evidence_sources": "M07;M10", "screening_reason": "Product revenue proxy; IP royalties not added to product revenue.", "prior_screening_reason": "Server-memory interface participant; rank from isolated chip activity, not all-company sales.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR14", "entityId": null }, { "entity": "Astera Labs", "role": "memory_interface", "eligibility": "conditional", "parent_group": "Astera Labs", "in_original_memory_pool": "False", "evidence_sources": "M29", "screening_reason": "Leo role documented; latest expanded family sampling. Current material memory-only commercial scale not established here.", "prior_screening_reason": "Leo CXL role qualifies technically; current commercial volume unresolved; whole-company sales excluded.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR18;MR24;MR37", "entityId": null }, { "entity": "Phison", "role": "ssd_controller", "eligibility": "eligible", "parent_group": "Phison", "in_original_memory_pool": "True", "evidence_sources": "M06", "screening_reason": "Commercial controllers and complete storage; standalone controller stream not SSD-only and excludes embodied controller value.", "prior_screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR06;MR40", "entityId": "phison" }, { "entity": "Silicon Motion", "role": "ssd_controller", "eligibility": "eligible", "parent_group": "Silicon Motion", "in_original_memory_pool": "False", "evidence_sources": "M11;M12", "screening_reason": "SSD-controller bounds derived; enterprise rollout statements remain distinct from current client volume.", "prior_screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR07;MR08;MR09;MR10;MR11", "entityId": "silicon-motion" }, { "entity": "Marvell", "role": "ssd_controller", "eligibility": "eligible", "parent_group": "Marvell", "in_original_memory_pool": "False", "evidence_sources": "M20;M21", "screening_reason": "Enterprise controller catalog and customer DapuStor product identify role; isolated controller sales remain unknown.", "prior_screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR17;MR23", "entityId": "marvell" }, { "entity": "Innogrit", "role": "ssd_controller", "eligibility": "eligible", "parent_group": "Innogrit", "in_original_memory_pool": "False", "evidence_sources": "M27;M30", "screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "prior_screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Maxio", "role": "ssd_controller", "eligibility": "eligible", "parent_group": "Maxio", "in_original_memory_pool": "False", "evidence_sources": "M28", "screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "prior_screening_reason": "Commercial controller portfolio; AI-specific and controller-only revenue can be unknown.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "FADU", "role": "ssd_controller", "eligibility": "eligible", "parent_group": "FADU", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Listed supplier with reported FY2025 standalone controller sales; same-quarter2026 sales not established.", "prior_screening_reason": "Research current ownership, merchant sales, deployed products and relevant segment before exclusion or scoring.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR21", "entityId": null }, { "entity": "DapuStor", "role": "ssd_controller", "eligibility": "conditional", "parent_group": "DapuStor", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Standalone DP800 catalog and commercial SSDs; some SSDs use Marvell. Merchant own-controller volume not established.", "prior_screening_reason": "Research current ownership, merchant sales, deployed products and relevant segment before exclusion or scoring.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR22;MR23", "entityId": null }, { "entity": "Shannon/YEESTOR", "role": "ssd_controller", "eligibility": "pending", "parent_group": "Shannon/YEESTOR", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Research current ownership, merchant sales, deployed products and relevant segment before exclusion or scoring.", "prior_screening_reason": "Research current ownership, merchant sales, deployed products and relevant segment before exclusion or scoring.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Kingston", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Kingston", "in_original_memory_pool": "False", "evidence_sources": "M13;M31", "screening_reason": "Broad independent-module leadership estimate and current server modules. Not AI-server-only share.", "prior_screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "current_check": "Complete source-and-consistency dossier review delivered October 20; final editorial review pending.", "fresh_sources": "MR05;MR19", "entityId": "kingston" }, { "entity": "ADATA", "role": "independent_modules", "eligibility": "eligible", "parent_group": "ADATA", "in_original_memory_pool": "False", "evidence_sources": "M13", "screening_reason": "Commercial independent DRAM-module supplier in the 2025 ranking; AI-only contribution is not isolated.", "prior_screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "current_check": "Current 2025 independent-module revenue ranking inspected; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "Ramaxel", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Ramaxel", "in_original_memory_pool": "False", "evidence_sources": "M13", "screening_reason": "Commercial independent DRAM-module supplier in the 2025 ranking; AI-only contribution is not isolated.", "prior_screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "current_check": "Current 2025 independent-module revenue ranking inspected; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "Kimtigo", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Kimtigo", "in_original_memory_pool": "False", "evidence_sources": "M13", "screening_reason": "Commercial independent DRAM-module supplier in the 2025 ranking; AI-only contribution is not isolated.", "prior_screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "current_check": "Current 2025 independent-module revenue ranking inspected; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "Longsys", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Longsys", "in_original_memory_pool": "False", "evidence_sources": "M24", "screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "prior_screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "SMART Modular", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Penguin Solutions (SMART Modular memory activity)", "in_original_memory_pool": "False", "evidence_sources": "M26", "screening_reason": "Penguin memory activity remains distinct from Zilia/former SMARTBrazil sold to Longsys; do not conflate all SMART-branded assets.", "prior_screening_reason": "Independent module/SSD integration; pass-through chip revenue not added to upstream market.", "current_check": "Selected activity,scope or numeric fields checked2026-10-20; not a full dossier review", "fresh_sources": "MR36", "entityId": null }, { "entity": "Innodisk", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Innodisk", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Commercial independent DRAM-module supplier in the 2025 ranking; AI-only contribution is not isolated.", "prior_screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "current_check": "Current 2025 independent-module revenue ranking inspected; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "Apacer", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Apacer", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Commercial independent DRAM-module supplier in the 2025 ranking; AI-only contribution is not isolated.", "prior_screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "current_check": "Current 2025 independent-module revenue ranking inspected; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "Netac", "role": "independent_modules", "eligibility": "pending", "parent_group": "Netac", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "prior_screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Transcend", "role": "independent_modules", "eligibility": "pending", "parent_group": "Transcend", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "prior_screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "TeamGroup", "role": "independent_modules", "eligibility": "eligible", "parent_group": "TeamGroup", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Commercial independent DRAM-module supplier in the 2025 ranking; AI-only contribution is not isolated.", "prior_screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "current_check": "Current 2025 independent-module revenue ranking inspected; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "Memblaze", "role": "independent_modules", "eligibility": "pending", "parent_group": "Memblaze", "in_original_memory_pool": "False", "evidence_sources": "Discovery lead", "screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "prior_screening_reason": "Expansion candidates; verify current footprint and AI-relevant product mix. Memblaze is principally enterprise SSD integration.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Solidigm", "role": "alias", "eligibility": "consolidated", "parent_group": "SK hynix", "in_original_memory_pool": "False", "evidence_sources": "M02;M04", "screening_reason": "Included in SK hynix NAND group; no second seat.", "prior_screening_reason": "Included in SK hynix NAND group; no second seat.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Lexar", "role": "alias", "eligibility": "consolidated", "parent_group": "Longsys", "in_original_memory_pool": "False", "evidence_sources": "M24", "screening_reason": "Brand under Longsys; no second seat.", "prior_screening_reason": "Brand under Longsys; no second seat.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Kioxia-Sandisk manufacturing JVs", "role": "shared_asset", "eligibility": "not_separate_company_seat", "parent_group": "Kioxia-Sandisk manufacturing JVs", "in_original_memory_pool": "False", "evidence_sources": "M14;M15", "screening_reason": "Attribute output once; Kioxia and Sandisk remain separate commercial suppliers.", "prior_screening_reason": "Attribute output once; Kioxia and Sandisk remain separate commercial suppliers.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Western Digital / Seagate HDD-only activity", "role": "adjacent_storage", "eligibility": "out_of_scope", "parent_group": "Western Digital / Seagate HDD-only activity", "in_original_memory_pool": "False", "evidence_sources": "PROJECT snapshot scope", "screening_reason": "Magnetic storage is outside the declared DRAM/NAND/module/interface scope; changing scope reopens universe.", "prior_screening_reason": "Magnetic storage is outside the declared DRAM/NAND/module/interface scope; changing scope reopens universe.", "current_check": "Inherited October19 screen; not freshly verified in this batch", "fresh_sources": "", "entityId": null }, { "entity": "Zilia Technologies (former SMART Brazil)", "role": "alias", "eligibility": "alias", "parent_group": "Longsys", "in_original_memory_pool": "False", "evidence_sources": "MR36", "screening_reason": "Longsys-controlled since81% acquisition; remaining19% purchasedMarch30,2026. No separate group slot.", "prior_screening_reason": "Added in current discovery", "current_check": "Ownership transaction read2026-10-20", "fresh_sources": "MR36", "entityId": null }, { "entity": "Infineon NOR / F-RAM business", "role": "specialty_memory_scope", "eligibility": "scope_review", "parent_group": "Infineon until completed transfer", "in_original_memory_pool": "False", "evidence_sources": "MR44", "screening_reason": "Current non-commodity memory role; announced sale to Winbond expectedH22027, not completed. NOR not covered by DRAM/NAND score.", "prior_screening_reason": "Added in current discovery", "current_check": "Announced transaction read2026-10-20", "fresh_sources": "MR44", "entityId": null }, { "entity": "Netlist", "role": "independent_modules", "eligibility": "conditional", "parent_group": "Netlist", "in_original_memory_pool": "False", "evidence_sources": "MR46;MR48", "screening_reason": "Server DDR5 modules offered; new products available for qualification. Relevant revenue and current deployment scale need separate evidence.", "prior_screening_reason": "Added in current discovery", "current_check": "Product and availability disclosures read2026-10-20", "fresh_sources": "MR46;MR48", "entityId": null }, { "entity": "Patriot Memory", "role": "independent_modules", "eligibility": "eligible", "parent_group": "Patriot Memory", "in_original_memory_pool": "False", "evidence_sources": "MR05", "screening_reason": "TrendForce identifies rank 6 in 2025 independent DRAM-module revenue. Broad module activity, not independently measured AI-server share.", "prior_screening_reason": "Added from current external comparison table", "current_check": "2025 ranking actually inspected October 20; not a full dossier review", "fresh_sources": "MR05", "entityId": null }, { "entity": "AGI", "role": "independent_modules", "eligibility": "eligible", "parent_group": "AGI", "in_original_memory_pool": "False", "evidence_sources": "MR05", "screening_reason": "TrendForce identifies rank 9 in 2025 independent DRAM-module revenue. Broad module activity, not independently measured AI-server share.", "prior_screening_reason": "Added from current external comparison table", "current_check": "2025 ranking actually inspected October 20; not a full dossier review", "fresh_sources": "MR05", "entityId": null } ], "universeProvenance": { "file": "memory-audit/candidate-universe.csv", "sha256": "d300e73fb0de79a91060f4cdbe45084b65a590322c496dbf4746bcdcc5381125", "rows": 51, "freeze": "Frozen before this reproducible calculation, but method development was informed by earlier outcomes. This is not a preregistered empirical study.", "priorEvidence": "October 19 source register copied with original dates; unresolved prior discovery leads are retained explicitly." }, "rawObservations": { "schema": "5lc-memory-review-inputs/1", "as_of": "2026-10-20", "comparison_period": "2026-Q2", "objective": "Current relevant activity and declared functional coverage; no investment-return or bottleneck score.", "policy": { "dram_weight": 0.5, "coverage_target_pct": 95, "other_functions": [ "independent DRAM modules", "memory interfaces", "merchant SSD controllers" ], "company_limit": 10, "weight_scenarios": [ 0.35, 0.5, 0.65, 0.8 ], "coverage_scenarios": [ 85, 90, 95, 98 ], "stress_relative_width": 0.1, "stress_draws": 10000, "seed": 50102026, "justification": "Equal DRAM/NAND representation; 95% coverage and three support functions are published editorial choices, not fitted scientific constants.", "scope_limit": "NOR, PSRAM, emerging memory, in-house controllers and AI-only importance are not measured by this core score. Existing niche suppliers remain in discovery; their complete economic importance is not bounded by a DRAM/NAND residual." }, "dram": { "source": "MR03", "kind": "independent_estimate", "unit": "percentage", "rounding_half_width": 0.5, "shares": { "Samsung": 38, "SK hynix": 25, "Micron": 24, "CXMT": 10, "Nanya": 2, "Other DRAM": 1 } }, "dram_alternative": { "source": "MR01", "total_usd_bn": 154.73, "revenue_usd_bn": { "Samsung": 60.98, "SK hynix": 38.59, "Micron": 36, "Nanya": 2.612, "Winbond": 0.998, "PSMC": 0.115 }, "cxmt": "Unknown within unassigned market, not measured at the Counterpoint share." }, "nand": { "source": "MR02", "kind": "independent_estimate", "unit": "USD_bn", "revenue_half_width": 0.005, "share_half_width_pp": 0.05, "revenue": { "Samsung": 23.06, "SK hynix": 14.27, "Micron": 11.85, "Kioxia": 10.72, "Sandisk": 8.97 }, "global_shares": { "Samsung": 29.3, "Kioxia": 13.6 }, "ymtc_bridge": { "source": "MR04", "assumption": "Same economic supplier, calendar quarter and market definitions across providers. YMTC fifth in revenue implies at least Sandisk revenue and at most Kioxia revenue; also limited by the unlisted residual.", "reported_bit_share_pct": 14 } }, "roles": { "phison": { "source": "MR06", "total_usd_m": 2150, "total_rounding_half_width": 0.5, "controller_share_pct": 6, "mix_rounding_half_width_pp": 0.5, "definition": "Standalone controller stream; not isolated SSD-only or enterprise-only revenue; excludes controllers embodied in finished modules." }, "silicon_motion": { "source_total_and_growth": "MR07", "total_q2_2026_usd_m": 451, "growth_q2_2026_yoy": [ 0.5, 0.55 ], "annual_2025_usd_m": 885.627, "source_annual_total": "MR09", "annual_mix_ssd": [ 0.45, 0.5 ], "source_mix": "MR08", "growth_q2_2025_qoq": [ 0, 0.05 ], "source_q2_2025": "MR10", "growth_q3_2025_qoq": [ 0.2, 0.25 ], "source_q3_2025": "MR11", "growth_q4_2025_qoq": [ 0.25, 0.3 ], "source_q4_2025": "MR09", "assumptions": [ "SSD-controller product classification unchanged across these disclosures", "Reported bands treated as inclusive bounds; additional undisclosed estimation error not covered", "Derived outer interval, not reported segment sales; includes client SSD controllers" ] }, "montage": { "sources": [ "MR12", "MR13" ], "q2_interconnect_cny_m": 1694, "h1_new_categories_cny_m": 538, "q1_new_categories_cny_m": 269, "rounding_half_width": 0.5, "definition": "Treat every mixed new-category dollar as potentially non-memory to obtain conservative lower bound; most remaining interconnect is memory interfaces. Upper bound retains all interconnect. No invented FX." }, "rambus": { "source": "MR14", "product_q2_usd_m": 99.2, "rounding_half_width": 0.05, "definition": "Product-stream proxy; no royalties or licensing added." }, "kingston": { "source": "MR05", "module_share_pct": 62, "share_rounding_half_width_pp": 0.5, "market_total_usd_bn": 21.2, "market_total_rounding_half_width": 0.05, "period": "2025", "technical_source": "MR19", "definition": "Broad independent DRAM modules, not AI-server modules." } } }, "sources": [ { "source_id": "MR01", "title": "Q2 DRAM market", "url": "https://www.trendforce.com/presscenter/news/20260907-13219.html", "published": "2026-09-07", "economic_period": "2026-Q2", "evidence_kind": "independent_estimate", "locator": "Supplier paragraphs", "facts_used": "USD bn: global154.73; Samsung60.98; SK38.59; Micron36.00; Nanya2.612; Winbond0.998; PSMC0.115.", "limits": "Merchant DRAM including HBM, not AI-only. PSMC own consumer DRAM excludes foundry. Preserve disagreement with MR03.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Researcher estimate, not audited company revenue", "publisher": "TrendForce" }, { "source_id": "MR02", "title": "Q2 NAND market", "url": "https://www.trendforce.com/presscenter/news/20260818-13186.html", "published": "2026-08-18", "economic_period": "2026-Q2", "evidence_kind": "independent_estimate", "locator": "Top-five and supplier paragraphs", "facts_used": "USD bn: Samsung23.06; SK including Solidigm14.27; Micron11.85; Kioxia10.72; Sandisk8.97; subtotal68.87. Global revenue shares Samsung29.3%,Kioxia13.6%.", "limits": "Top-five subtotal is not total market. Rounded estimates. YMTC absent from table.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Researcher estimate, not audited company revenue", "publisher": "TrendForce" }, { "source_id": "MR03", "title": "Global DRAM and HBM shares", "url": "https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share", "published": "2026-09-02", "economic_period": "2026-Q2", "evidence_kind": "independent_estimate", "locator": "Q2 2026 columns", "facts_used": "DRAM percent Samsung38,SK25,Micron24,CXMT10,Nanya2,Others1. HBM percent SK50,Samsung33,Micron18.", "limits": "Rounded; HBM sum101. Do not add HBM to DRAM. Not identical to TrendForce scope or estimates.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Researcher estimate, not audited company revenue", "publisher": "Counterpoint Research" }, { "source_id": "MR04", "title": "Q2 NAND shipments and YMTC revenue position", "url": "https://counterpointresearch.com/en/insights/server-led-essds-hit-48-percent-of-nand-shipments", "published": "2026-08-12", "economic_period": "2026-Q2", "evidence_kind": "independent_estimate", "locator": "Shipment volume and revenue-order paragraphs", "facts_used": "NAND bit shares Samsung25%,SK22%,YMTC14%. YMTC third by bits and fifth by revenue, behind Micron and Kioxia.", "limits": "Bits differ from revenue. Alignment of this ordinal position with MR02 is a stated cross-provider assumption.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Researcher estimate, not audited company revenue", "publisher": "Counterpoint Research" }, { "source_id": "MR05", "title": "Independent DRAM module market", "url": "https://www.trendforce.com/presscenter/news/20260922-13249.html", "published": "2026-09-22", "economic_period": "2025", "evidence_kind": "independent_estimate", "locator": "Market total and supplier ordering", "facts_used": "Kingston62%; top5 77%; top9 81%; totalUSD21.2bn. ADATA second,Ramaxel third,Kimtigo fourth,TeamGroup fifth.", "limits": "Annual broad independent modules, not AI server modules. Not additive with DRAM silicon revenue.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Researcher estimate, not audited company revenue", "publisher": "TrendForce" }, { "source_id": "MR06", "title": "Phison Q2 earnings presentation", "url": "https://www.phison.com/wp-content/uploads/2026/08/2Q26_Phison-Earnings-Call_EN_Official_uploaded-version.pdf", "published": "2026-08-13", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "PDF pages5 and11 (one-based)", "facts_used": "TotalUSD2150m; controller6%; AI ecosystem modules38%,embedded ODM33%,industrial16%,retail5%,other2%. Controller mix is not separately labelled SSD-only.", "limits": "Derived controller sales approximatelyUSD129m excludes technology embodied in complete modules. AI ecosystem includes several end markets, not pure AI sales.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Phison" }, { "source_id": "MR07", "title": "Silicon Motion Q2 presentation", "url": "https://ir.siliconmotion.com/static-files/00538318-4cbe-4dac-81c6-92dbcccf2b9f", "published": "2026-07-30", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "PDF pages3,4,7,8", "facts_used": "TotalUSD451m. SSD controller sales+50–55%YoY. Client SSD controller products shipping; enterprise ramps and second-half sales described; DPU boot drive production beganQ42025.", "limits": "Client,enterprise,embedded and complete solutions must remain distinct. Roadmap is not proof of current enterprise controller volume.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Silicon Motion" }, { "source_id": "MR08", "title": "Silicon Motion 1Q2026 fact sheet", "url": "https://ir.siliconmotion.com/static-files/14a3e8cc-d957-4700-a43d-eb88207842f9", "published": null, "economic_period": "2025", "evidence_kind": "company_reported", "locator": "PDF page1 sales mix", "facts_used": "2025 SSD controllers45–50% of revenue; USD886m annual total rounded. Includes client SSDs; enterprise revenue not isolated.", "limits": "Document labelled1Q2026; exact publication day unavailable. Company leadership claims are not independent market estimates.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Silicon Motion" }, { "source_id": "MR09", "title": "Silicon Motion Q4 and year2025 results", "url": "https://ir.siliconmotion.com/news-releases/news-release-details/silicon-motion-announces-results-fourth-quarter-and-year-ended", "published": "2026-02-04", "economic_period": "2025-Q4 and FY2025", "evidence_kind": "company_reported", "locator": "Highlights and income statement", "facts_used": "FY2025 revenueUSD885.627m; Q4SSD controller sales+25–30%QoQ.", "limits": "Annual mix and quarterly growth can bound an undisclosed segment only if classification is unchanged.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Silicon Motion" }, { "source_id": "MR10", "title": "Silicon Motion Q2 2025 results", "url": "https://siliconmotiontechnologycorporation.gcs-web.com/news-releases/news-release-details/silicon-motion-announces-results-period-ended-june-30-2025", "published": "2025-07-31", "economic_period": "2025-Q2", "evidence_kind": "company_reported", "locator": "Business highlights", "facts_used": "SSD controller sales+0–5%QoQ; company revenueUSD198.7m.", "limits": "Growth bands are reported rounded ranges; they do not disclose exact segment dollars.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Silicon Motion" }, { "source_id": "MR11", "title": "Silicon Motion Q3 2025 results", "url": "https://ir.siliconmotion.com/static-files/760f9948-ee74-4f0f-8636-aa1849116863", "published": "2025-10-31", "economic_period": "2025-Q3", "evidence_kind": "company_reported", "locator": "PDF page4 business highlights", "facts_used": "SSD controller sales+20–25%QoQ; company revenueUSD242m.", "limits": "Issuer-hosted filing; not a direct SEC request. Growth-band limitations as MR10.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Silicon Motion" }, { "source_id": "MR12", "title": "Montage interim report", "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0828/2026082802124.pdf", "published": "2026-08-28", "economic_period": "2026-H1", "evidence_kind": "company_reported", "locator": "PDF pages5,7,13", "facts_used": "H1interconnectCNY3111m;Q2interconnect1694m;H1new interconnect categories538m. Cites commissioned2024memory interconnect share36.8%.", "limits": "Interconnect includes PCIe retimers. Historical share is not current2026 share. Issuer-commissioned study is not independent corroboration.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Montage Technology via HKEX" }, { "source_id": "MR13", "title": "Montage Q1 report", "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0427/2026042703524.pdf", "published": "2026-04-27", "economic_period": "2026-Q1", "evidence_kind": "company_reported", "locator": "PDF page3", "facts_used": "Q1interconnectCNY1417m;MRCD/MDB,PCIe retimer,CKD,CXL MXC combinedCNY269m.", "limits": "Subtracting all mixed new categories from interconnect is conservative for memory interfaces; excludes some relevant memory products too.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Montage Technology via HKEX" }, { "source_id": "MR14", "title": "Rambus Q2 results", "url": "https://www.rambus.com/second-quarter-2026-financial-results/", "published": "2026-07-27", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "Revenue table", "facts_used": "USDm product99.2,royalties84.2,contract/other24,total207.4.", "limits": "Product sales are a proxy for memory-interface activity; royalties are not chip revenue.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Rambus" }, { "source_id": "MR15", "title": "Renesas Gen3 MRDIMM announcement", "url": "https://www.renesas.com/en/about/newsroom/renesas-gen-3-mrdimm-chipset-solutions-advance-ddr5-memory-performance-16000-mts-next-gen-ai-and-hpc", "published": "2026-07-30", "economic_period": "As of publication", "evidence_kind": "company_statement", "locator": "Availability paragraph and established platform description", "facts_used": "Existing MRDIMM platform covers MRCD,MDB,PMIC,SPD and sensors. Gen3 sampling; production expected2H2027.", "limits": "New generation is not current volume. Announcement does not isolate relevant revenue.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Renesas" }, { "source_id": "MR16", "title": "Renesas Q2 results", "url": "https://www.renesas.com/en/about/newsroom/renesas-reports-financial-results-second-quarter-ended-june-30-2026", "published": "2026-07-31", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "IFRS and non-GAAP tables", "facts_used": "IFRS totalrevenueJPY418.4bn;nonGAAP405.3bn.", "limits": "Whole-company totals are not memory-interface revenue. No memory-only figure in the release.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Renesas" }, { "source_id": "MR17", "title": "Marvell SSD controller catalog", "url": "https://www.marvell.com/products/ssd-controllers.html", "published": null, "economic_period": "Access-date portfolio", "evidence_kind": "company_statement", "locator": "Data center and enterprise products", "facts_used": "Current Bravera PCIe5 enterprise SSD controllers and earlier controller products listed.", "limits": "Product availability supports eligibility, not market share or isolated sales. Verify exact model identifier before using in public wording.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Marvell" }, { "source_id": "MR18", "title": "Astera Leo product catalog", "url": "https://www.asteralabs.com/products/leo-smart-memory-controllers/", "published": null, "economic_period": "Access-date portfolio", "evidence_kind": "company_statement", "locator": "Leo X and Leo2 sections", "facts_used": "CXL memory expansion/pooling and memory-controller products presented.", "limits": "Catalog alone does not establish volume or relevant revenue; whole connectivity business cannot be assigned to memory.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Astera Labs" }, { "source_id": "MR19", "title": "Kingston Server Premier", "url": "https://www.kingston.com/en/memory/server-premier?linkId=171051044", "published": null, "economic_period": "Access-date portfolio", "evidence_kind": "company_statement", "locator": "Server Premier description and product list", "facts_used": "Server DDR4/DDR5 ECC registered modules; company states platform validation with Intel and AMD.", "limits": "Supports server-module role, not AI-only share. Validation statement belongs to Kingston.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Kingston Technology" }, { "source_id": "MR20", "title": "AP Memory GDR announcement", "url": "https://www.apmemory.com/en/news/2026GDR?cate=pressrelease", "published": "2026-10-13", "economic_period": "As of publication", "evidence_kind": "company_statement", "locator": "Current operations and VHM paragraph", "facts_used": "Commercial IoTRAM. SSiCap IPC mass production beganQ22026. VHM massproduction and revenue expectedfrom2028.", "limits": "Emerging VHM is not current scaled AI-memory output; funding is not an importance input.", "accessed": "2026-10-20", "retrieval": "web tool; read source text", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "AP Memory" }, { "source_id": "MR21", "title": "FADU FY2025 business report", "url": "https://kind.krx.co.kr/external/2026/03/18/001358/20260318006296/11011.htm", "published": "2026-03-18", "economic_period": "2025", "evidence_kind": "company_reported", "locator": "Major product revenue table, section II", "facts_used": "KRWm SSD controllers64153; complete SSDs18542; total92419. Listing issuer FADU Inc.", "limits": "Establishes commercial controller sales. Annual2025 does not supply Q22026 revenue; do not compare as same period.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "FADU via Korea Exchange" }, { "source_id": "MR22", "title": "DapuStor DP800 enterprise controller brochure", "url": "https://www.dapustor.com/uploads/file1/20241206/6a4bcf5bd9b8a3bb0e35dc16bf0d11ac1733454684667.pdf", "published": null, "economic_period": "Access-date product document", "evidence_kind": "company_statement", "locator": "PDF page1", "facts_used": "DP800 enterprise-controller family, DP816 and DP808.", "limits": "Standalone catalog supports product role; merchant sales and current volume remain unquantified. URL date is not a verified publication date.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "DapuStor" }, { "source_id": "MR23", "title": "DapuStor Haishen5 H5300", "url": "https://en.dapustor.com/product/9.html", "published": null, "economic_period": "Access-date product portfolio", "evidence_kind": "company_statement", "locator": "Product overview", "facts_used": "Haishen5 combines Marvell Bravera controller, NAND and DapuStor firmware.", "limits": "An SSD integrator is not automatically the designer of the controller in every SSD; do not duplicate Marvell activity.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "DapuStor" }, { "source_id": "MR24", "title": "Astera Q2 earnings", "url": "https://ir.asteralabs.com/news-releases/news-release-details/astera-labs-reports-second-quarter-2026-financial-results", "published": "2026-08-04", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "Business highlights, AMD demonstration", "facts_used": "TotalUSD392.4m; Leo CXL memory-tiering demonstration described.", "limits": "No Leo-only revenue disclosed here. Demonstration is not volume shipments; company total excluded.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Astera Labs" }, { "source_id": "MR25", "title": "Micron FY2026 Form10-K, original IR-linked copy", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0000723125/5dafce68-38e8-4cad-a8f3-ab56d04d73fd.pdf", "published": "2026-10-09", "economic_period": "FY2026 ended2026-09-03", "evidence_kind": "company_reported", "locator": "PDF pages10,16,93,94; signature page104", "facts_used": "Employees~61000. Crucial consumer exit announcedDecember2025. No customer>=10% FY2026. FYsegment revenueUSDm43085,37592,36601,15886,AllOther24,total133188.", "limits": "Selected sections reviewed; not entire381-page filing/exhibits. AnnualOther24 does not prove the Q4 residual6. IR browser links established provenance; no SEC request.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Micron Technology" }, { "source_id": "MR26", "title": "Micron fiscal Q4 prepared remarks", "url": "https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf", "published": "2026-09-30", "economic_period": "FiscalQ42026 and outlook", "evidence_kind": "company_statement", "locator": "PDF pages1,6,7", "facts_used": "Chairman/CEO Sanjay Mehrotra; 26strategic agreements;RPO~USD150bn based on committed volumes and minimum pricing for agreements with determined pricing. FiscalQ4DRAM39.8bn,NAND14.1bn.", "limits": "Statements belong to management. Forecasts are not observations; RPO is not realized sales or cash receipts; nonGAAP default.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Micron Technology" }, { "source_id": "MR27", "title": "Micron fiscal Q4 and FY2026 results", "url": "https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx", "published": "2026-09-30", "economic_period": "FY2026 ended2026-09-03", "evidence_kind": "company_reported", "locator": "Financial tables and product highlights; also rendered on quarterly-results page", "facts_used": "USDm FYrevenue133188,Q4revenue54229,Q4GAAPgrossprofit47047. Q4BU16283,18002,13114,6824. GuidanceQ1FY27 revenue61.5±1.5bn. DDR5modules and data-center SSD products described.", "limits": "Company unaudited earnings tables; Q4BU sum54223 leaves6m residual. Fiscal period must not replace calendarQ2 industry observations.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Micron Technology" }, { "source_id": "MR28", "title": "CXMT G5 mass production announcement", "url": "https://www.cxmt.com/news/info_97.html", "published": "2026-09-20", "economic_period": "As of publication", "evidence_kind": "company_statement", "locator": "G5 launch and LPDDR5X production paragraphs", "facts_used": "CXMT states G5DRAMplatform and24GbLPDDR5Xproducts entered massproduction;site securitiescode688825.", "limits": "Company technology/performance claims not independently verified. This does not establish HBM shipments or postIPO ownership.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "CXMT" }, { "source_id": "MR29", "title": "Samsung Q2 results", "url": "https://news.samsungsemiconductor.com/global/samsung-electronics-announces-second-quarter-2026-results/", "published": "2026-07-30", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "DS and Memory business paragraphs", "facts_used": "ConsolidatedrevenueKRW171.5tn;DS127.5tn includesMemory,foundry andSystemLSI. HBM4sales andHBM4Esamples distinguished.", "limits": "DS revenue notMemory-only. Company performance and supply forecasts are not independent estimates.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Samsung Electronics" }, { "source_id": "MR30", "title": "SK hynix Q2 results", "url": "https://news.skhynix.com/en/q2-2026-business-results/", "published": "2026-07-29", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "Results and product paragraphs", "facts_used": "RevenueKRW79.3187tn;HBM4massshipments beganQ2;HBM4Esamples inH1;DRAM,NAND,eSSD andSOCAMM activity reported.", "limits": "Scopeincludesgroupactivities; company outlook not a validated bottleneck forecast. No claim that one supplier determines all accelerator output.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "SK hynix" }, { "source_id": "MR31", "title": "Kioxia FY March2026 annual securities report", "url": "https://www.kioxia-holdings.com/content/dam/kioxia-hd/en-jp/ir/library/securities/asset/Annual-Securities-Report-FY2025-EN.pdf", "published": "2026-06-24", "economic_period": "Year ended2026-03-31", "evidence_kind": "company_reported", "locator": "PDF pages6,80,94–95", "facts_used": "RevenueJPY2337628m;profit554496m;manufacturingJVsdivideoutput50/50 withSandisk. PlantsoperatedbyKioxia;equaldecisionrights.", "limits": "Partial English translation; originalJapanese controls. No addition of both companies' fullfabcapacity; industry supplier revenue estimates used for selection.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Kioxia Holdings" }, { "source_id": "MR32", "title": "Kioxia company information", "url": "https://www.kioxia-holdings.com/en-jp/about/company.html", "published": null, "economic_period": "Access-date company information; workforce2026-03-31", "evidence_kind": "company_statement", "locator": "Company outline, management and history", "facts_used": "CEO HirooOta;group employees15218 asMarch31;NAND/SSD group;listedTokyoDecember2024.", "limits": "Currentpage differs from annualreport cover's historical representative; preserve dates. Holdingcompany and operatingcompany are related, not separate rankings.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Kioxia Holdings" }, { "source_id": "MR33", "title": "YMTC company profile", "url": "https://www.ymtc.com/en/aboutus.html", "published": null, "economic_period": "Access-date portfolio", "evidence_kind": "company_statement", "locator": "Company profile and milestones", "facts_used": "Wuhan3DNANDIDM;wafers,chips,embeddedstorage,consumerandenterpriseSSD;commercialmassproduction history.", "limits": "DoesnotreverifyCCSHownershiporprospectusfinancials. Englishmilestonesend2025.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "YMTC" }, { "source_id": "MR34", "title": "Nanya Q2 results", "url": "https://www.nanya.com/en/IR/16/Press%20Release?IRId=13150", "published": "2026-07-10", "economic_period": "2026-Q2 and H1", "evidence_kind": "company_reported", "locator": "Results and product portfolio paragraphs", "facts_used": "Q2revenueTWD82549m;H1AIinfrastructureandservers>20%revenue;DDR5/LPDDR5andolderDRAMportfolio. Plannedfabcapacity2028.", "limits": "Company endmarketbucketincludestraditionalservers,notpureAIshare. Futurecapacitynotoperatingcapacity.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Nanya Technology" }, { "source_id": "MR35", "title": "Winbond Q2 results", "url": "https://www.winbond.com/hq/about-winbond/news-and-events/news/news00582.html?__locale=en", "published": "2026-08-06", "economic_period": "2026-Q2", "evidence_kind": "company_reported", "locator": "Results and productline paragraphs", "facts_used": "RevenueTWD59843m;CMS53%,Flash33%,Logic13%,Other1%;FlashincludesSLCNAND.", "limits": "FlashnotallNAND;groupincludeslogic. These figures cannot substitute forDRAM-onlyrevenue or be added to DRAMmarketshare.", "accessed": "2026-10-20", "retrieval": "Read original source text; MR25 and MR26 links obtained from rendered original IR page", "independent_corroboration": "Original issuer or exchange-hosted issuer disclosure; no independent corroboration implied", "publisher": "Winbond" }, { "source_id": "MR36", "title": "Penguin completes Zilia divestment", "url": "https://ir.penguinsolutions.com/news/news-details/2026/Penguin-Solutions-Divests-Remaining-Interest-in-Brazil-Memory-Module-Business/default.aspx", "published": "2026-04-01", "economic_period": "Transaction closed2026-03-30", "evidence_kind": "company_reported", "locator": "Transaction paragraphs", "facts_used": "Lexar Europe bought Penguin's remaining19% of Zilia; Penguin holds no Zilia stake after closing. Buyer previously acquired81% inNovember2023.", "limits": "Zilia is former SMART Brazil; do not confuse it with all SMART Modular activity or rank it separately from Longsys.", "accessed": "2026-10-20", "retrieval": "Read original issuer text; MR38 linked from original IR filing index", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Penguin Solutions" }, { "source_id": "MR37", "title": "Astera expanded Leo family", "url": "https://ir.asteralabs.com/news-releases/news-release-details/astera-labs-bolsters-leo-smart-memory-controller-family-agentic", "published": "2026-09-15", "economic_period": "As of publication", "evidence_kind": "company_statement", "locator": "Sampling paragraph", "facts_used": "New Leo X and Leo2 E/P family sampling with hyperscaler customers.", "limits": "Does not establish volume or revenue for these new products; performance numbers are internal benchmarks and are not ranking inputs.", "accessed": "2026-10-20", "retrieval": "Read original issuer text; MR38 linked from original IR filing index", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Astera Labs" }, { "source_id": "MR38", "title": "Sandisk FY2026 annual report", "url": "https://investor.sandisk.com/static-files/70b241a1-de81-4086-9e08-fe68ca182488", "published": "2026-10-06", "economic_period": "Year ended2026-07-03", "evidence_kind": "company_reported", "locator": "PDF pages45–49,12,77,90; report signedAugust17", "facts_used": "USDm revenue20248;Datacenter5153,Edge12160,Consumer2935. Employees~11100 inJuly2026. No single customer>10%;topten44%. SeparationFeb21,2025;tradingFeb24. WDC ceased related-party status byJuly3.", "limits": "Oct6 annual-report-to-shareholders publication contains Aug17signed10-K; keep dates distinct. Selected sections reviewed, not whole114-page report. ResidualWDCshareposition not zero by inference.", "accessed": "2026-10-20", "retrieval": "Read original issuer text; MR38 linked from original IR filing index", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Sandisk" }, { "source_id": "MR39", "title": "Sandisk fiscal Q4 earnings deck", "url": "https://investor.sandisk.com/static-files/c75d1bee-c5c9-4e5a-8605-302c1aeac59b", "published": "2026-08-05", "economic_period": "FiscalQ42026 ended2026-07-03", "evidence_kind": "company_statement", "locator": "PDF pages7–11,18", "facts_used": "Q4USDm Datacenter2977,Edge5432,Consumer556,total8965. NBMminimumcontractedrevenueUSD93.9bn;RPO59.8bnquarterend,91.1bnincludingpostquarterdeals. Eightcustomers;financialguarantees16.5bn. JVframeworkdistinguishesequipment,cleanroomsandoutput.", "limits": "Contracted minimum, RPO, guarantees and realized revenue are different measures. Product and market outlook are management statements.", "accessed": "2026-10-20", "retrieval": "Read original issuer text; MR38 linked from original IR filing index", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Sandisk" }, { "source_id": "MR40", "title": "Phison company overview", "url": "https://www.phison.com/about/", "published": null, "economic_period": "Access-date company page", "evidence_kind": "company_statement", "locator": "Overview and solutions catalog", "facts_used": "NAND controllers and storage solutions cover SSD,UFS,eMMC,SD,USB; enterprise and module services.", "limits": "Reach and employee figures differ from newer press boilerplate; no independent largest-supplier conclusion.", "accessed": "2026-10-20", "retrieval": "Read original issuer text; MR38 linked from original IR filing index", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Phison" }, { "source_id": "MR41", "title": "CXMT current product catalog", "url": "https://www.cxmt.com/product.html", "published": null, "economic_period": "Access-date product portfolio", "evidence_kind": "company_statement", "locator": "DDR5/modules and low-power DRAM sections", "facts_used": "DDR5chipsandmodules;LPDDR4X,LPDDR5/5X andLPDDR6 described. Server,PCandmobile applications listed.", "limits": "Catalog supports portfolio, not verified customer adoption or isolatedAIrevenue. Productperformanceclaims are company benchmarks.", "accessed": "2026-10-20", "retrieval": "Read original issuer text; MR38 linked from original IR filing index", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "CXMT" }, { "source_id": "MR42", "title": "Nanya Q3 2026 results", "url": "https://www.nanya.com/en/IR/16/Press%20Release?IRId=14188", "published": "2026-10-12", "economic_period": "2026-Q3 ended September 30", "evidence_kind": "company_reported", "locator": "Results, AI-related business and capacity paragraphs", "facts_used": "TWDm revenue133649, grossprofit114482, netincome87627; all unaudited. AI-related bucket includes servers, networking, storage and system management. Planned capacity remains future.", "limits": "Latest company quarter for the dossier; not mixed into Q2 peer selection. More than20% is not a pure AI-revenue measure.", "accessed": "2026-10-20", "retrieval": "Read original issuer or exchange-hosted source", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Nanya Technology" }, { "source_id": "MR43", "title": "Winbond September 2026 monthly revenue", "url": "https://www.winbond.com/hq/about-winbond/news-and-events/news/news00591.html?__locale=en", "published": "2026-10-05", "economic_period": "September 2026 and January–September 2026", "evidence_kind": "company_reported", "locator": "Monthly revenue table", "facts_used": "TWDthousands September28248909, August27308717, September2025 7920210, Jan–Sep2026 180427134, Jan–Sep2025 62781097.", "limits": "Consolidated includes Nuvoton and other subsidiaries; internal unaudited figures. Not memory-only or a full quarterly financial statement.", "accessed": "2026-10-20", "retrieval": "Read original issuer or exchange-hosted source", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Winbond" }, { "source_id": "MR44", "title": "Winbond proposed acquisition of Infineon NOR and F-RAM business", "url": "https://winbond.com/hq/about-winbond/news-and-events/news/news00590.html", "published": "2026-09-16", "economic_period": "Announced transaction; expected closing H2 2027", "evidence_kind": "company_statement", "locator": "Closing conditions and transaction paragraph", "facts_used": "Agreement to acquire business for baseUSD1.12bn; anticipated H22027closing subject to conditions.", "limits": "Not completed ownership; do not consolidate the target's sales or describe the transfer as closed.", "accessed": "2026-10-20", "retrieval": "Read original issuer or exchange-hosted source", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Winbond" }, { "source_id": "MR45", "title": "CXMT Corporation 2026 interim report", "url": "https://static.cninfo.com.cn/finalpage/2026-08-29/1225529543.PDF", "published": "2026-08-29", "economic_period": "2026-H1 endedJune30", "evidence_kind": "company_reported", "locator": "PDF pages4,8,9,144", "facts_used": "Listed issuer CXMT Corporation distinct from operating company ChangXin Memory Technologies. H1 revenueCNY150310076758; DDR69471819759.21,LPDDR78191165316.44,other2647091682.35. LegalrepresentativeZhaoLun.", "limits": "Unaudited. Legalrepresentative is not automatically CEO. Group/operating company boundary and leadership need reconciliation; H1 is not Q2.", "accessed": "2026-10-20", "retrieval": "Read original issuer or exchange-hosted source", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "CXMT Corporation via CNINFO" }, { "source_id": "MR46", "title": "Netlist LIGHTNING ULL DDR5 introduction", "url": "https://investors.netlist.com/news/netlist-introduces-next-generation-lightningtm-ull-ddr5-rdimms-for-agentic-ai/42226da3-8ade-4411-8043-1dbb2484bb70", "published": "2026-10-15", "economic_period": "As of publication", "evidence_kind": "company_statement", "locator": "Availability paragraph", "facts_used": "DDR5 RDIMMs offered for qualification and deployment on enterprise workstation/server platforms.", "limits": "Does not disclose current shipped units or module revenue. Patent and benchmark claims are not rankings.", "accessed": "2026-10-20", "retrieval": "Read original issuer text", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Netlist" }, { "source_id": "MR47", "title": "YMTC Xtacking architecture", "url": "https://www.ymtc.com/en/technicalintroduction.html", "published": null, "economic_period": "Technical description at access date", "evidence_kind": "company_statement", "locator": "Separated wafer processing and bonding description", "facts_used": "Memory cells and peripheral logic processed separately, then wafer bonded.", "limits": "Architecture description supports mechanism, not independently validated performance leadership.", "accessed": "2026-10-20", "retrieval": "Read original issuer text", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "YMTC" }, { "source_id": "MR48", "title": "Netlist DDR5 module catalog", "url": "https://netlist.com/products/memory-module/ddr5-dimms/", "published": null, "economic_period": "Access-date product offering", "evidence_kind": "company_statement", "locator": "Ordering information and applications", "facts_used": "DDR5 RDIMM and MRDIMM product ordering tables; server,AI/ML,HPC applications.", "limits": "Offered product families do not identify delivered market share or revenue.", "accessed": "2026-10-20", "retrieval": "Read original issuer text", "independent_corroboration": "Issuer disclosure; no independent corroboration implied", "publisher": "Netlist" } ], "parameters": { "dram_weight": 0.5, "coverage_target_pct": 95, "other_functions": [ "independent DRAM modules", "memory interfaces", "merchant SSD controllers" ], "company_limit": 10, "weight_scenarios": [ 0.35, 0.5, 0.65, 0.8 ], "coverage_scenarios": [ 85, 90, 95, 98 ], "stress_relative_width": 0.1, "stress_draws": 10000, "seed": 50102026, "justification": "Equal DRAM/NAND representation; 95% coverage and three support functions are published editorial choices, not fitted scientific constants.", "scope_limit": "NOR, PSRAM, emerging memory, in-house controllers and AI-only importance are not measured by this core score. Existing niche suppliers remain in discovery; their complete economic importance is not bounded by a DRAM/NAND residual." }, "calculations": { "script": "memory-audit/reproduce.py", "command": "python3 selection/memory-audit/reproduce.py", "inputs": "memory-audit/inputs.json", "outputs": "memory-audit/results/", "summary": { "as_of": "2026-10-20", "nand_implied_totals_usd_bn": { "Samsung": [ 78.55195911413968, 78.85470085470085 ], "Kioxia": [ 78.4981684981685, 79.15129151291515 ] }, "nand_total_interval_usd_bn": [ 78.55195911413968, 78.85470085470085 ], "nand_published_five_subtotal_usd_bn": 68.87, "nand_unlisted_residual_usd_bn": [ 9.656959114139667, 10.009700854700853 ], "ymtc_cross_provider_interval_usd_bn": [ 8.965, 10.009700854700853 ], "central_core_dram_coverage_pct": 97.0, "central_core_nand_coverage_pct": 99.56040035772524, "joint_rounding_min_core_dram_coverage_pct": 96.0, "outer_min_core_nand_coverage_pct": 98.67005117824897, "all_seven_necessary_for_95pct_under_bridge": true, "trendforce_unassigned_dram_usd_bn": 15.435000000000002, "analytic_core_coverage_under_10pct_stress": { "dram_min_pct": 95.15418502202643, "nand_min_pct": 98.37929688939842, "interpretation": "Worst case aggregate relative stress within stated bounds; not a calibrated statistical confidence claim" }, "limitations": [ "Industry estimates and explicit source bridge, not audited AI-only measurements", "Intervals cover rounding/declared bounds, not unknown estimation error", "Seven-company conclusion conditional on full merchant market scope and cross-provider bridge", "No scalar rank across manufacturers, modules, interfaces and controllers" ] }, "roleResults": { "phison_controller_proxy_usd_m": [ 118.2225, 139.7825 ], "phison_controller_central_usd_m": 129.0, "simo_annual_factor": [ 4.652380952380952, 4.875 ], "simo_q225_ssd_controller_usd_m": [ 81.75018461538461, 95.17997441146368 ], "simo_q226_ssd_controller_usd_m": [ 122.62527692307691, 147.5289603377687 ], "controller_intervals_overlap": true, "controller_caveat": "These streams are not proven definition-identical; overlap alone already defeats a unique largest-supplier claim. No private challenger's missing sales are zero.", "montage_q2_mixed_new_categories_cny_m": [ 268.0, 270.0 ], "montage_interface_outer_cny_m": [ 1423.5, 1694.5 ], "montage_vs_rambus_break_even_cny_per_usd": 14.34256926952141, "break_even_caveat": "Diagnostic exchange-rate threshold, not an observed FX rate or a complete peer ranking.", "kingston_2025_derived_module_revenue_usd_bn": [ 13.007249999999999, 13.28125 ], "kingston_share_min_pct": 61.5, "all_other_module_groups_share_max_pct": 38.5 }, "formula": "For silicon manufacturers only: 0.50 × DRAM revenue share + 0.50 × NAND revenue share. Minimize core seats subject to 95% coverage separately in DRAM and NAND, then add three predefined functions.", "denominator": "NAND world total bounded by two independently rounded share/revenue pairs; the five published suppliers are a subtotal, never the world denominator.", "ymtc": "YMTC dollars are a conditional bound from a cross-provider fifth-place revenue statement, not a reported company value. Removing that bridge removes a fully identified 95% NAND-coverage conclusion.", "noDoubleCounting": "Module, interface and controller dollars are not added to upstream silicon totals. Revenue and revenue share are not separately weighted." }, "selectedCompanyIds": [ "samsung-electronics", "sk-hynix", "micron", "kioxia", "ymtc", "sandisk", "cxmt", "kingston", "montage-technology", "phison" ], "selected": [ { "entityId": "samsung-electronics", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 33.36865922393237, 33.93136521361961 ], "manufacturerRankInterval": [ 1, 1 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "sk-hynix", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 21.295117060481246, 21.836342441986556 ], "manufacturerRankInterval": [ 2, 2 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "micron", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 19.26064925211359, 19.795960746042077 ], "manufacturerRankInterval": [ 3, 3 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "kioxia", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 6.794141556470843, 6.826691607026678 ], "manufacturerRankInterval": [ 4, 4 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "ymtc", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 5.684505744634728, 6.371388420851661 ], "manufacturerRankInterval": [ 5, 6 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "sandisk", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 5.684505744634728, 5.712779223595751 ], "manufacturerRankInterval": [ 5, 6 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "cxmt", "function": "memory_silicon", "selectionStatus": "core, conditional on market definitions and source bridge", "reason": "Necessary for the declared 95% coverage target in DRAM or NAND under the stated common-quarter evidence.", "compositeScoreInterval": [ 4.75, 5.25 ], "manufacturerRankInterval": [ 7, 7 ], "notOverallTop10Rank": true, "sourceIds": [ "MR01", "MR02", "MR03", "MR04" ] }, { "entityId": "kingston", "function": "independent_modules", "selectionStatus": "strong representative within declared broad module market", "reason": "Estimated 2025 independent DRAM-module share of 62% exceeds the combined residual even after displayed rounding; current server modules establish a relevant commercial product role.", "sourceIds": [ "MR05", "MR19" ] }, { "entityId": "montage-technology", "function": "memory_interfaces", "selectionStatus": "provisional representative; complete comparable peer sales unavailable", "reason": "Current commercial memory-interface activity and substantial isolated interconnect sales support representation. A conservative memory-interface bound excludes every mixed new-product dollar. Renesas has established competing products but does not disclose comparable revenue; Montage is not certified the unique largest supplier.", "sourceIds": [ "MR12", "MR13", "MR14", "MR15", "MR16" ] }, { "entityId": "phison", "function": "merchant_ssd_controllers", "selectionStatus": "provisional representative, tied cutoff unresolved", "reason": "Current merchant controller sales and enterprise-storage products establish the required function. Phison is one defensible representative; available evidence does not distinguish it conclusively from Silicon Motion or Marvell. Its existing inclusion is not ranking evidence.", "sourceIds": [ "MR06", "MR07", "MR08", "MR09", "MR10", "MR11", "MR17", "MR23" ] } ], "ordering": "Manufacturer scores apply only within the silicon role. They do not rank modules, interfaces and controllers on a common scale. YMTC and Sandisk have overlapping score intervals.", "cutoff": { "status": "Unresolved, not a statistically unique tenth company", "controllerAlternatives": [ "silicon-motion", "marvell", "fadu", "innogrit", "maxio", "dapustor" ], "interfaceAlternatives": [ "renesas", "rambus", "astera-labs" ], "publication": "A ten-company display may show Phison as a provisional controller representative with named alternatives. A stricter display may show nine plus a tied controller role. Neither should label Phison an established tenth-place winner.", "selectionBasis": "Phison is a representative choice within a documented tie, not selected because it was already listed or because more disclosure earns a higher importance score." }, "sensitivity": { "weightScenarios": "DRAM weights 0.35, 0.50, 0.65 and 0.80; order changes within manufacturers, declared per-market core coverage requirement does not.", "coverageScenarios": "85% requires five core seats in three possible sets; 90% and 95% require the same seven; 98% requires at least eight core seats and cannot accommodate three supporting functions within ten. Some 98% solutions use an unidentified aggregate and are not executable company rosters.", "rounding": "Jointly constrained displayed rounding: minimum seven-company DRAM coverage 96.0%; conservative NAND bound 98.67%. These are not statistical confidence limits.", "stress": "20,000 seeded scenarios in total: 10,000 rounding-only and 10,000 with an additional editorial ±10% relative stress, normalized within each market. Selection frequencies describe the assumed scenarios, not calibrated membership probabilities.", "missingData": "No-bridge scenario and TrendForce-only DRAM comparison retain unidentified activity; no private-company zero imputation.", "scope": "Adding a separate NOR/PSRAM function at the 95% coverage target exceeds ten with the present functions. Any such change requires an explicit new scope or allocation, not silently displacing a supplier after seeing results." }, "changesVersusPrior": { "add": [ "kingston", "montage-technology" ], "removeFromDisplayedTen": [ "nanya-technology", "winbond" ], "retainDirectoryAndHistory": [ "nanya-technology", "winbond" ], "reason": "At the published 95% target, their DRAM contribution is not needed for core coverage; independent modules and interfaces receive the declared support seats. This does not mean Nanya or Winbond is unimportant, and Winbond’s NOR role is not measured by the core score.", "conditionalController": "Phison remains a provisional representative while the comparative cutoff is unresolved." }, "refresh": { "daily": "Monitor sources and changed facts daily; no automatic reranking from each headline.", "quarterly": "Rebuild common-period market inputs, re-open candidate universe and rerun all scenarios quarterly.", "immediate": "Completed acquisitions, exits, source corrections or demonstrated new commercial scale trigger earlier review.", "ordinaryReplacement": "Require two consecutive quarterly observations for close ordinary replacements; missing disclosure alone is not grounds for exclusion." }, "review": { "sourceAndConsistency": "Chips researcher; source ledger, calculations and complete existing Memory dossiers delivered.", "finalEditorial": "Root-owned challenge and publication review remain required.", "humanAcceptance": "No manual Dachi acceptance asserted.", "fullPacketsForAdditions": "Kingston and Montage complete packets, source checks and consistency reviews delivered; final root editorial review required." }, "packetSourceRegister": { "ymtc": [ { "id": "prospectus", "url": "https://static.sse.com.cn/stock/disclosure/announcement/c/202608/002251_20260821_7075.pdf", "title": "CCSH Corporation (长江存储控股股份有限公司) prospectus for STAR Market IPO, application draft", "publisher": "Shanghai Stock Exchange / CCSH Corporation", "publishedDate": "2026-08-21", "accessedDate": "2026-10-03", "type": "filing" }, { "id": "ymtc-about", "url": "https://www.ymtc.com/en/aboutus.html", "title": "About YMTC", "publisher": "YMTC", "publishedDate": null, "accessedDate": "2026-10-03", "type": "company" }, { "id": "counterpoint", "url": "https://counterpointresearch.com/en/insights/server-led-essds-hit-48-percent-of-nand-shipments", "title": "Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three", "publisher": "Counterpoint 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plan, not current output", "asOf": "2026-10-12", "evidence": "company_stated", "sourceIds": [ "MR42" ], "locator": "Equipment move-in scheduled Q1 2027" }, { "label": "Employees", "value": "3,986, including 1,254 R&D staff", "unit": "people", "period": "Annual-report workforce table", "asOf": "2026-03-31", "evidence": "filing", "sourceIds": [ "annual-read" ], "locator": "Annual report p. 158" }, { "label": "Strategic placement proceeds, calculated", "value": "78.7183142", "unit": "TWD billion", "period": "April 8, 2026 placement", "asOf": "2026-04-08", "evidence": "inference", "sourceIds": [ "annual-read" ], "locator": "351,578,000 shares × NT$223.9; annual report pp. 184–186" } ], "calculations": [ { "description": "Placement share reconciliation", "inputs": [ 138685000, 70000000, 71393000, 71500000 ], "expression": "sum(subscribed shares)", "result": 351578000 }, { "description": "Placement cash", "expression": "351578000*223.9", "result": 78718314200.0, "unit": "TWD" }, { "description": "Sandisk dated ownership", "expression": "138685000/3450205894*100", "result": 4.01961518415979, "unit": "percent" }, { "description": "Major customers combined", "expression": "12.7+11.6", "result": 24.3, "unit": "percent of FY2025 revenue" }, { "description": "Workforce total", "expression": "2165+1254+567", "result": 3986, "unit": "people" } ] }, "phison": { "path": "chips/packets/phison.json", "sha256": "f677e2704fe28de25bef81c3ea2cd6c75f8d590253ea4105a909120f5d42d6a4", "reviewPath": "chips/reviews/phison.json", "reviewSha256": "3b1d4d5e3ff8fa151eed38041ca8828bdbf11321c6c26ed250bf201a39f9ebac", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Consolidated revenue, FY2025", "value": "72.664091", "unit": "TWD billion", "period": "Year ended December 31, 2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "ar2025" ], "locator": "Annual report pp. 115, 143" }, { "label": "Net income, FY2025", "value": "8.741175 consolidated; 8.739178 attributable to parent", "unit": "TWD billion", "period": "Year ended December 31, 2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "ar2025" ], "locator": "Annual report p. 143; distinct profit scopes" }, { "label": "Revenue and attributable income, Q2 2026", "value": "67.888 revenue; 26.219 attributable income", "unit": "TWD billion", "period": "Quarter ended June 30, 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "MR06" ], "locator": "Q2 presentation p. 11" }, { "label": "Gross margin, Q2 2026", "value": "65.3", "unit": "percent", "period": "Quarter ended June 30, 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "MR06" ], "locator": "Q2 presentation p. 11" }, { "label": "AI-Ecosystem Module category, company definition", "value": "38", "unit": "percent of group revenue, rounded", "period": "Quarter ended June 30, 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "MR06" ], "locator": "Q2 presentation p. 5; includes several hardware/application categories" }, { "label": "Standalone controller sales, derived proxy", "value": "129 central; 118.22–139.78 rounding interval", "unit": "USD million", "period": "Quarter ended June 30, 2026", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "MR06" ], "locator": "US$2,150 million × 6%; bounds 2149.5×0.055 and 2150.5×0.065; broader than SSD controllers" }, { "label": "Revenue, January–September 2026", "value": "194.931541", "unit": "TWD billion", "period": "Monthly reporting through September", "asOf": "2026-09-30", "evidence": "company_stated", "sourceIds": [ "monthly-2026" ], "locator": "2026 selected in visible issuer table; TWD thousands / 1,000,000" }, { "label": "Revenue, Q3 2026, calculated from monthly releases", "value": "86.076332", "unit": "TWD billion", "period": "July–September 2026; not a full earnings report", "asOf": "2026-09-30", "evidence": "inference", "sourceIds": [ "monthly-2026" ], "locator": "27.161687 + 28.275661 + 30.638984" }, { "label": "Employees", "value": "5,056", "unit": "people", "period": "Annual-report workforce table", "asOf": "2026-03-31", "evidence": "filing", "sourceIds": [ "ar2025" ], "locator": "Annual report p. 135: 953 supervisors + 559 production + 3,544 general staff" }, { "label": "Inventories and bonds payable, Q2 2026", "value": "91.792 inventories; 25.410 bonds payable", "unit": "TWD billion", "period": "June 30, 2026 balance sheet", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "MR06" ], "locator": "Q2 presentation p. 12; bonds include domestic and overseas issues" } ], "calculations": [ { "description": "FY2025 product sales reconciliation", "expression": "52619444+13993650+3382981+2668016", "result": 72664091, "unit": "TWD thousand" }, { "description": "Q2 sales from monthly data", "expression": "108855209-40966953", "result": 67888256, "unit": "TWD thousand; rounds to 67,888 million" }, { "description": "Q3 monthly sales", "expression": "27161687+28275661+30638984", "result": 86076332, "unit": "TWD thousand" }, { "description": "Q2 year-over-year growth", "expression": "(67888/17890-1)*100", "result": 279.47456679709336, "unit": "percent; slide 11 cell inconsistent" }, { "description": "Controller rounding interval", "expression": "[2149.5*0.055,2150.5*0.065]", "result": [ 118.2225, 139.7825 ], "unit": "USD million; broader than SSD-only" }, { "description": "Workforce", "expression": "953+559+3544", "result": 5056, "unit": "people" } ] }, "cxmt": { "path": "chips/packets/cxmt.json", "sha256": "2b0a58a4d722f9ba0ac49c0cbc2a68bcc06711681a9c01304e5b77219cdefb3e", "reviewPath": "chips/reviews/cxmt.json", "reviewSha256": "4e60dbef2d12ab7b11d9b4326fc7467bda1177d14b5c2dbc0745596b24ebcf35", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Revenue, 2025", "value": "61.7993215", "unit": "CNY billion", "period": "FY2025", "asOf": "2025-12-31", "evidence": "filing", "sourceIds": [ "prospectus-final" ], "locator": "Final prospectus p. 61: CNY 6,179,932.15 ten-thousand; convert by dividing by 100,000" }, { "label": "Revenue and attributable net profit, Q1 2026", "value": "50.8001455 revenue; 24.7620315 attributable net profit", "unit": "CNY billion", "period": "Q1 2026, reviewed not audited", "asOf": "2026-03-31", "evidence": "filing", "sourceIds": [ "prospectus-final" ], "locator": "Final prospectus p. 62, post-audit financial information" }, { "label": "Revenue, H1 2026", "value": "150.310076758", "unit": "CNY billion", "period": "January–June 2026, unaudited", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "MR45" ], "locator": "Interim report p. 9" }, { "label": "Net profit, H1 2026", "value": "107.549591104 consolidated; 77.605227520 attributable to owners of the listed parent", "unit": "CNY billion", "period": "January–June 2026, unaudited", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "MR45" ], "locator": "Interim report pp. 9, 66–67; distinguish minority interests" }, { "label": "Operating cash flow, H1 2026", "value": "131.155666051", "unit": "CNY billion", "period": "January–June 2026, unaudited", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "MR45" ], "locator": "Interim report p. 9" }, { "label": "Revenue, Q2 2026, calculated", "value": "99.509931258", "unit": "CNY billion", "period": "Calendar Q2 2026, derived from H1 less Q1", "asOf": "2026-06-30", "evidence": "inference", "sourceIds": [ "MR45", "prospectus-final" ], "locator": "150.310076758 − 50.800145500; H1 unaudited, Q1 reviewed; no separate Q2 product allocation" }, { "label": "Global DRAM revenue share, independent estimate", "value": "10", "unit": "percent", "period": "Calendar Q2 2026", "asOf": "2026-06-30", "evidence": "reported", "sourceIds": [ "MR03" ], "locator": "Counterpoint DRAM table published September 2; rounded estimate, not an issuer-reported percentage" }, { "label": "Revenue and attributable profit, first nine months, preliminary forecast", "value": "265–270 revenue; 131–132.5 attributable net profit", "unit": "CNY billion", "period": "January–September 2026, preliminary issuer estimate", "asOf": "2026-09-30", "evidence": "company_stated", "sourceIds": [ "nine-month-forecast" ], "locator": "October 17 announcement; internal estimate, not audited results" }, { "label": "IPO proceeds after over-allotment", "value": "66.6066719 gross; 66.3103938 reported net", "unit": "CNY billion", "period": "Offering completed August 2026", "asOf": "2026-08-29", "evidence": "filing", "sourceIds": [ "greenshoe" ], "locator": "Final proceeds disclosure, reported CNY ten-thousand converted to billions; net figure retains issuer rounding" }, { "label": "Shares outstanding after over-allotment", "value": "67,884,099,077", "unit": "ordinary shares", "period": "Post-offering share structure", "asOf": "2026-08-25", "evidence": "filing", "sourceIds": [ "greenshoe" ], "locator": "Completion notice final share structure" } ], "calculations": [ { "name": "H1 product reconciliation", "formula": "69,471,819,759.21 + 78,191,165,316.44 + 2,647,091,682.35 = 150,310,076,758.00 CNY", "sourceIds": [ "MR45" ] }, { "name": "Product shares", "formula": "100 × category revenue / 150,310,076,758.00; DDR 46.22%, LPDDR 52.02%, other 1.76% (rounded)", "sourceIds": [ "MR45" ] }, { "name": "Distributor share", "formula": "100 × 133,484,837,612.37 / 150,310,076,758.00 = 88.81% rounded", "sourceIds": [ "MR45" ] }, { "name": "Q2 derived revenue", "formula": "150,310,076,758.00 − (5,080,014.55 × 10,000) = 99,509,931,258 CNY", "sourceIds": [ "MR45", "prospectus-final" ] }, { "name": "Related-party sales", "formula": "294,962,805.31 + 1,691,272,176.39 = 1,986,234,981.70 CNY", "sourceIds": [ "MR45" ] }, { "name": "Post-offering shares", "formula": "66,880,886,077 + 1,003,213,000 = 67,884,099,077", "sourceIds": [ "greenshoe" ] }, { "name": "Proceeds unit conversion", "formula": "CNY ten-thousand / 100,000 = CNY billion; net proceeds retain reported rounding, not a 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"company_stated", "sourceIds": [ "MR27" ], "locator": "Q4 FY2026 earnings release" }, { "label": "Revenue guidance, fiscal Q1 2027", "value": "61.5 ± 1.5", "unit": "USD billion", "period": "Q1 FY2027 (forward guidance)", "asOf": "2026-09-30", "evidence": "company_stated", "sourceIds": [ "MR27" ], "locator": "Q4 FY2026 earnings release — Business outlook" }, { "label": "Remaining performance obligations with determined pricing", "value": "approximately 150", "unit": "USD billion", "period": "As described on fiscal Q4 2026 call", "asOf": "2026-09-30", "evidence": "company_stated", "sourceIds": [ "MR26" ], "locator": "Prepared remarks PDF page 6: committed volumes and minimum contract pricing" }, { "label": "Customer financial commitments under strategic agreements", "value": "32", "unit": "USD billion", "period": "as of Q4 FY2026 call", "asOf": "2026-09-30", "evidence": "company_stated", "sourceIds": [ "MR26" ], "locator": "Fiscal Q4 2026 prepared remarks, page 3: mostly cash deposits" }, { "label": "HBM revenue share, independent estimate", "value": "18", "unit": "percent", "period": "Calendar Q2 2026", "asOf": "2026-09-02", "evidence": "reported", "sourceIds": [ "MR03" ], "locator": "Counterpoint HBM table, Q2 2026; shares total101 through rounding" }, { "label": "Employees", "value": "approximately 61,000", "unit": "people", "period": "As of September 3, 2026", "asOf": "2026-09-03", "evidence": "filing", "sourceIds": [ "MR25" ], "locator": "FY2026 Form 10-K, Human Capital, PDF page 16" } ], "calculations": [ { "expression": "43085+37592+36601+15886+24", "result": 133188, "unit": "USD million", "note": "FY2026 unit revenue plus All Other equals group revenue" }, { "expression": "100679+31785+724", "result": 133188, "unit": "USD million", "note": "DRAM + NAND + Other equals annual revenue" }, { "expression": "16283+18002+13114+6824", "result": 54223, "unit": "USD million", "note": "Q4 business-unit subtotal is $6m below group $54229m; residual visible, not assumed rounding" }, { "expression": "30*20", "result": 600, "unit": "USD million", "note": "Netlist quarterly payments over five years" } ] }, "sandisk": { "path": "chips/packets/sandisk.json", "sha256": "5ef7d8af930c8dca7f434502b5d3ccd512453af5b1fe8d5a0c5a83341fbb67e8", "reviewPath": "chips/reviews/sandisk.json", "reviewSha256": "62f0dadc3bf299f83e83bd5b7dad505043f1177af6b7dc0e20f3f3c8d0e8a9f4", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Revenue, fiscal 2026", "value": "20.248", "unit": "USD billion", "period": "FY2026 ended July 3, 2026", "asOf": "2026-07-03", "evidence": "filing", "sourceIds": [ "MR38" ], "locator": "Annual report PDF page 48, revenue table" }, { "label": "Datacenter end-market revenue", "value": "5.153 fiscal year; 2.977 fiscal Q4", "unit": "USD billion", "period": "FY2026 and fiscal Q4 ended July 3, 2026", "asOf": "2026-07-03", "evidence": "filing", "sourceIds": [ "MR38", "MR39" ], "locator": "Annual report PDF page 48; Q4 deck page7" }, { "label": "Revenue and GAAP net income, Q4 FY2026", "value": "8.97 revenue; 6.90 net income", "unit": "USD billion", "period": "Q4 FY2026 (quarter ended 2026-07-03)", "asOf": "2026-07-03", "evidence": "company_stated", "sourceIds": [ "MR39" ], "locator": "Q4 FY2026 earnings presentation, financial summary; prior successful October 20 reading" }, { "label": "Minimum contracted NBM revenue at floor prices", "value": "93.9", "unit": "USD billion", "period": "Eight customers, including agreements signed after fiscal Q4 end", "asOf": "2026-08-05", "evidence": "company_stated", "sourceIds": [ "MR39" ], "locator": "Q4 earnings deck page11" }, { "label": "Global NAND revenue share, derived from industry estimates", "value": "11.37–11.43", "unit": "percent", "period": "Calendar Q2 2026", "asOf": "2026-08-18", "evidence": "inference", "sourceIds": [ "MR02" ], "locator": "MR02 supplier revenue/world-denominator rounding; results/manufacturer_intervals.csv" }, { "label": "Employees", "value": "approximately 11,100", "unit": "people", "period": "July 2026; exact day not disclosed", "asOf": "2026-10-06", "evidence": "filing", "sourceIds": [ "MR38" ], "locator": "Annual report PDF page12; company reports July without a precise day" } ], "calculations": [ { "expression": "5153+12160+2935", "result": 20248, "unit": "USD million", "note": "Three end markets sum to annual revenue" }, { "expression": "100*[5153,12160,2935]/20248", "result": [ 25.449427103911496, 60.0553141050968, 14.495258790991702 ], "unit": "percent", "note": "End-market revenue shares" }, { "expression": "14472/20248*100", "result": 71.47372580007902, "unit": "percent", "note": "GAAP annual gross margin, rounded 71.5%" } ] }, "samsung-electronics": { "path": "chips/packets/samsung-electronics.json", "sha256": "cd340e4585d3e434a18c84df3e8b799eaaf01d8e85e7ec31adaaf7754ab6e2ce", "reviewPath": "chips/reviews/samsung-electronics.json", "reviewSha256": "daab94aecf4f9e340c1712e19b98fc212d5c6b4561ce2f1f26436341927cd57f", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "Preliminary Q3 2026 guidance, not final results", "value": "195 sales; 107.4 operating profit", "unit": "KRW trillion", "period": "Q3 2026", "asOf": "2026-10-08", "evidence": "company_stated", "sourceIds": [ "q3-guidance" ], "locator": "Guidance: revenue range 194–196; operating profit range 107.3–107.5; pre-audit estimates" }, { "label": "Revenue, Q2 2026", "value": "171.5", "unit": "KRW trillion", "period": "Q2 2026", "asOf": "2026-07-30", "evidence": "company_stated", "sourceIds": [ "pr-q2" ], "locator": "Q2 2026 results release" }, { "label": "Operating profit, Q2 2026", "value": "89.5", "unit": "KRW trillion", "period": "Q2 2026", "asOf": "2026-07-30", "evidence": "company_stated", "sourceIds": [ "pr-q2" ], "locator": "Q2 2026 results release" }, { "label": "DS Division operating profit, Q2 2026", "value": "89.2 (on revenue of 127.5)", "unit": "KRW trillion", "period": "Q2 2026", "asOf": "2026-07-30", "evidence": "company_stated", "sourceIds": [ "pr-q2" ], "locator": "Q2 2026 results release" }, { "label": "Revenue and operating profit, fiscal 2025", "value": "333.6 revenue; 43.6 operating profit", "unit": "KRW trillion", "period": "FY2025", "asOf": "2026-01-29", "evidence": "company_stated", "sourceIds": [ "pr-fy25" ], "locator": "Q4 and FY2025 results release" }, { "label": "DRAM revenue market share (company estimate)", "value": "39.4", "unit": "%", "period": "1H 2026 (2025: 34.0%)", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h1-report" ], "locator": "1H26 Business Report II.7 — Market share of DRAM (DRAMeXchange basis)" }, { "label": "Capital expenditure, 1H 2026", "value": "28.0 (DS Division 25.6)", "unit": "KRW trillion", "period": "1H 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h1-report" ], "locator": "1H26 Business Report II.3.D Capex" }, { "label": "Tesla foundry contract value", "value": "16.544", "unit": "USD billion", "period": "Jul 2025 – Dec 2033", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h1-report" ], "locator": "1H26 Business Report II.4.F" }, { "label": "Employees in Korea (separate basis)", "value": "129,200", "unit": "people", "period": "as of June 30, 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h1-report" ], "locator": "1H26 Business Report VIII.1.C Employees" }, { "label": "Memory product revenue (including inter-division transactions)", "value": "195,620.2", "unit": "KRW billion", "period": "1H 2026", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "h1-report" ], "locator": "II.4.A(1), Memory row: KRW 100 million × 1,956,202" } ], "calculations": [ { "description": "Segment revenue reconciliation", "inputsKRWbn": [ 100677.1, 209231.7, 14178.5, 8394.1, -27108.5 ], "formula": "sum(inputs)", "resultKRWbn": 305372.9, "sourceIds": [ "h1-report" ] }, { "description": "Memory revenue conversion", "formula": "1,956,202 × KRW 100 million / 1 billion", "resultKRWbn": 195620.2, "boundary": "Includes inter-division transactions; not external memory market revenue.", "sourceIds": [ "h1-report" ] }, { "description": "Ownership boundary", "formula": "(497660185 + 3604729) / 5846278608 × 100", "resultPercent": 8.5741, "sourceIds": [ "h1-report" ] }, { "description": "Korea-only headcount", "formula": "94485 + 34715", "result": 129200, "sourceIds": [ "h1-report" ] } ] }, "sk-hynix": { "path": "chips/packets/sk-hynix.json", "sha256": "6b18ea5704bbfb07fb41b25b019d9de7c599d8e75ef582d1c473872f153cc89d", "reviewPath": "chips/reviews/sk-hynix.json", "reviewSha256": "2a9993fe4fad99623fff570471ef191dffe66f3a7c4c8e8f3c72b62d97f2f634", "sourceDatesPreserved": true, "keyMetrics": [ { "label": "HBM revenue market share", "value": "56.4", "unit": "%", "period": "Q1 2026", "asOf": "2026-07-09", "evidence": "reported", "sourceIds": [ "prospectus" ], "locator": "Business overview — IDC Q1 estimates reproduced by issuer; not audited company revenue" }, { "label": "DRAM revenue market share", "value": "29.1", "unit": "%", "period": "Q1 2026", "asOf": "2026-07-09", "evidence": "reported", "sourceIds": [ "prospectus" ], "locator": "Business overview — IDC Q1 estimates reproduced by issuer; not audited company revenue" }, { "label": "Revenue, Q2 2026", "value": "79.3187", "unit": "KRW trillion", "period": "Q2 2026", "asOf": "2026-07-29", "evidence": "company_stated", "sourceIds": [ "pr-q2" ], "locator": "July 29 preliminary K-IFRS results" }, { "label": "Operating profit, Q2 2026", "value": "60.5426", "unit": "KRW trillion", "period": "Q2 2026", "asOf": "2026-07-29", "evidence": "company_stated", "sourceIds": [ "pr-q2" ], "locator": "July 29 preliminary K-IFRS results; 76% rounded margin" }, { "label": "Revenue, Q1 2026", "value": "52.5763", "unit": "KRW trillion", "period": "Q1 2026", "asOf": "2026-04-22", "evidence": "company_stated", "sourceIds": [ "pr-q1" ], "locator": "April preliminary K-IFRS results" }, { "label": "Revenue, fiscal 2025", "value": 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