Goldman Sachs had released a supply/demand heatmap

Goldman Sachs had released a supply/demand heatmap and price trends for major sub-segments/products. To provide an overview, here are some key names at each layer:

DRAM

SK Hynix $000660.KS

Micron $Micron Tech(MU.US)

CXMT

Nanya Technology $2408.TW

Samsung Electronics $005930.KS

NAND

SK Hynix $000660.KS

Micron $Micron Tech(MU.US)

Samsung Electronics $005930.KS

Sandisk $Sandisk(SNDK.US)

Kioxia $285A.T

Western Digital $Western Digital(WDC.US)

YMTC

Nearline HDD

Seagate $Seagate Tech(STX.US)

Toshiba

Western Digital $Western Digital(WDC.US)

Foundry - TSMC & Local China

SMIC $0981.HK

Hua Hong Grace Semiconductor $1347.HK

Taiwan Semiconductor Manufacturing $Taiwan Semiconductor(TSM.US)

Analog Semis - Global & Local China

Infineon Technologies $IFX.DE

Texas Instruments $Texas Instruments(TXN.US)

ON Semiconductor $ON Semiconductor(ON.US)

STMicroelectronics $STMicroelectronics NV(STM.US)

OmniVision Integrated Circuits $603501.SS

StarPower Semiconductor $603290.SS

Nexperia

SPE (Front/Back-End) - Japan & Local China

Tokyo Electron $8035.T

Advantest $6857.T

Lasertec $6920.T

Disco $6146.T

Naura Technology $002371.SZ

Advanced Micro-Fabrication Equipment $688012.SS

Kingsemi $688037.SS

Optics - Cables, Connectors, Devices

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Applied Optoelectronics $Applied Optoelectronics(AAOI.US)

Fabrinet $Fabrinet(FN.US)

Zhongji Innolight $300308.SZ

Eoptolink $300502.SZ

Amphenol $Amphenol(APH.US)

Credo $Credo Tech(CRDO.US)

Semtech $Semtech(SMTC.US)

Macom $Macom Tech(MTSI.US)

TE Connectivity $TE Connectivity(TEL.US)

Corning $Corning(GLW.US)

MLCC

Vishay Intertechnology $Vishay Intertech(VSH.US)

Murata Manufacturing $6981.T

Taiyo Yuden $6937.T

TDK $6762.T

Yageo $2327.TW

ABF Substrate

Unimicron $2302.TW

Shinko Electric $6967.T

Ibiden $4062.T

AT&S $ATS(ATS.US).VI

Nan Ya PCB $8046.TW

PCB/CCL

Victory Giant Technology $300476.SZ

Unimicron $2302.TW

Elite Material $2383.TW

WUS Printed Circuit $2368.TW

Furukawa Electric $5801.T

Taiwan Union Technology $6274.TW

Doosan $000150.KS

Shennan Circuits $002916.SZ

T-Glass

Nittobo $6762.T

InP Substrate

AXT Inc $AXT(AXTI.US)

Sumitomo Electric $5802.T

Tantalum Powder

Advanced Metallurgical Group $Affiliated Managers(AMG.US).AS

Silicon Wafers

Shin-Etsu Chemical $4063.T

SUMCO $3436.T

GlobalWafers $6488.TW

Siltronics AG $WAF.DE

Note: Does not cover all possible names. This is a brief overview.