Sub-category 12.3
Memory IDMs (Integrated Design + Fab)
Memory companies own their own fabs. Massive capex cyclicality.
Players
Players: Samsung Semiconductor 005930.KS, SK Hynix 000660.KS, Micron MU, Kioxia 285A.T, YMTC (NAND, China) Private, CXMT (DRAM, China) Private
Analysis coming soon — this page is scaffolding for deeper research into memory idms (integrated design + fab).