Memory stocks

Screening Filters

1. Industry: Semiconductors & Semiconductor Equipment

• Purpose: Focus on companies involved in the semiconductor supply chain.
• Rationale: DRAM is a type of semiconductor memory, so companies tied to semiconductors are the most relevant universe for finding DRAM-related stocks. This filter helps exclude unrelated industries and keeps the screen centered on chip makers and chip-adjacent businesses.

2. Theme: Semiconductor Equipment & Materials

• Purpose: Target companies that support semiconductor production through equipment, materials, or related infrastructure.
• Rationale: While DRAM itself is made by memory chip manufacturers, the equipment and materials segment is a key part of the broader DRAM ecosystem. This filter can surface companies that supply the tools and inputs used in DRAM fabrication, which are often important beneficiaries of DRAM demand cycles.

Why Results Match:

• The user is asking for DRAM stocks, which are most closely associated with the semiconductor sector rather than general tech or consumer industries.
• The industry filter narrows the search to the most relevant stock universe for memory-chip exposure.
• The theme filter adds another layer by capturing companies connected to the manufacturing side of semiconductors, which can include firms exposed to DRAM production and capital spending.
• Together, these filters help identify stocks that are either directly involved in DRAM-related semiconductor activity or benefit from the DRAM supply chain.