The Frontier Leaders · AI Infra 100 · By segment · HBM & DRAM

HBM & DRAM (Fabrication, memory & packaging) in AI infrastructure: the 2 leaders on the AI Infra 100

November 2026 edition · 2 of 100 companies · rank is the position on the AI Infra 100

2 of the 100 companies on the AI Infra 100 are in the HBM & DRAM segment of Fabrication, memory & packaging, from 2 countries. The highest ranked is SK hynix, rank 4 of 100 with a score of 100. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.

RankCompanyCategory / segmentCountryScore
4SK hynixSK hynix is a major memory-chip manufacturer producing HBM, DRAM and NAND flash, including HBM4 mass shipments and planned HBM4E production. It is also expanding advanced-packaging capacity for AI memory products.Fabrication, memory & packaging / HBM & DRAMSouth Korea100
50MicronMicron designs and manufactures DRAM and high-bandwidth memory, including HBM4, HBM4E and server DDR5, used in AI and data-center systems.Fabrication, memory & packaging / HBM & DRAMUnited States90

Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →

AI Infra 100 by country

United States 46Japan 12China 7Taiwan 7Germany 5Ireland 3Netherlands 3South Korea 3Switzerland 3United Kingdom 3France 2Australia 1Canada 1Israel 1Italy 1Singapore 1Sweden 1

AI Infra 100 by region

North America 47Asia 30Europe 21Middle East 1Oceania 1

AI Infra 100 by category

Power, cooling & thermal 19Networking & interconnect 16Semiconductor equipment, materials & critical inputs 16Data center build & operate 13Fabrication, memory & packaging 12Compute demand & operators 8Chips & accelerators 6Agents & tooling 3Compute software 3Models & applications 2Safety & security 2

AI Infra 100 by segment

Optical & photonic interconnect 11Cooling & thermal 8Advanced packaging 7Deposition, etch & metrology 7Colocation & wholesale 6Hyperscalers 5Rack & server power delivery 5Servers, racks & system integration 5Grid & power equipment 4EDA & design tools 3Frontier labs as compute buyers 3Inference & serving clouds 3Lithography 3Accelerator design 2Custom silicon & IP 2Foundry 2Generation for data centers 2HBM & DRAM 2Hyperscale developers 2Security 2Switching & NICs 2Test, measurement & validation 2Wafers, chemicals & gases 2Agent platforms 1Cables, connectors & PCB 1China accelerators 1Data platforms & labeling 1Generative media 1Inference-specialist chips 1Open-weight labs 1Orchestration 1Photonic foundry & PIC platforms 1Rare earths, minerals & gases 1

Questions this page answers

Who are the top HBM & DRAM companies in AI infrastructure?

SK hynix ranks highest (rank 4 of 100, score 100). The HBM & DRAM segment (Fabrication, memory & packaging) holds 2 of the 100 companies on the AI Infra 100: SK hynix and Micron. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

Which companies supply HBM & DRAM for AI infrastructure?

SK hynix and Micron. Each has a company file with scores, facts and signals. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.

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