Nvidia Stock Has Investors Hunting AI Memory And Packaging Shares

Nvidia’s latest quarter, with revenue of $96.2b and guidance of about $108b, has pushed AI spending back into the spotlight and stirred fresh interest in everything that feeds its chips, from memory to advanced packaging. For investors, the real story sits behind Nvidia, where suppliers may feel the ripple effects of this AI capex wave. This article walks through three stocks that appear positively exposed to that news.

The three stocks below are just a starting sample. The full screen surfaced 33 more companies with equally compelling narratives that are not covered here. To identify, compare and analyze potential AI memory and packaging plays side by side, head straight into the AI Chip Supply Chain: Memory and Advanced Packaging Leaders screener.

Nanya Technology (TWSE:2408)

Overview: Nanya Technology is a Taiwan based DRAM specialist that designs and manufactures standard and low power memory chips, modules and related products used in devices from data center servers to mobiles, industrial gear and cars, giving investors direct exposure to the memory side of AI hardware buildouts. Its focus on DRAM capacity and product breadth aligns closely with rising AI server demand, where GPUs require significantly larger memory footprints.

Operations: Nanya generates the bulk of its NT$180.2 billion in revenue from its Manufacturing Division, supplemented by NT$64.6 billion from its Overseas Sales Division, with smaller contributions from its Overseas Research and Development Department.

Market Cap: NT$1.78 trillion

Nanya Technology gives you a pure play on DRAM that is increasingly linked to AI servers, with management highlighting AI infrastructure as more than 20% of revenue and work underway on DDR5 and low power DRAM aimed at these workloads. The company is also migrating to newer process nodes and planning a large new fab, which could lower unit costs and support margins if demand for AI memory stays firm. At the same time, the heavy capital spend, previous losses and exposure to the swings of the DRAM cycle mean results can be volatile. For investors who can handle that trade off, the mix of AI themed projects and profitability metrics may warrant a closer look at what is under the hood here.

AI linked DRAM demand is building a fresh story around Nanya Technology; however, the real question is how that intersects with its past losses and heavy capex. Get the full picture in the 4 key rewards and 1 important major warning sign

CXMT (SHSE:688825)

Overview: CXMT is a dedicated DRAM manufacturer based in Hefei that designs and produces DDR4, DDR5, LPDDR4X and LPDDR5/5X chips, DRAM wafers and modules for servers, PCs, mobiles and smart cars. This places it squarely in the memory part of the AI chip supply chain, where GPUs need large, fast DRAM pools to run AI models.

Market Cap: CN¥3,752.0 billion

CXMT is worth a closer look if you want exposure to AI infrastructure through memory rather than GPUs themselves. The company focuses on DRAM and wafers that fit directly into high performance servers, which is exactly where Nvidia fueled AI capex is concentrated. Recent profitability and a high Return on Equity of about 22.4% point to improving economics as it scales. A large recent IPO and long lock up periods suggest deep institutional backing that may support long term investment in capacity. On the other side of the ledger, CXMT trades on a high P/E, relies on external funding and its shares are described as highly illiquid, so investors are taking both growth potential and funding or trading risk on board.

CXMT’s accelerating DRAM focus and recent profitability may be masking an underappreciated twist in its funding and valuation story. Get the full analysis report for CXMT

King Yuan Electronics (TWSE:2449)

Overview: King Yuan Electronics is a Taiwan based outsourced semiconductor assembly and test provider that focuses on testing and packaging integrated circuits, including memory related devices. This ties it directly to the AI chip supply chain, where advanced packaging capacity can become a bottleneck for GPUs and HBM or DRAM suppliers.

Operations: King Yuan Electronics generates all of its reported NT$40.6 billion in revenue from Contract Electronics Manufacturing Services.

Market Cap: NT$313.3 billion

King Yuan Electronics is worth attention if you want exposure to the pick and shovel side of AI hardware, where reliable test and assembly capacity can decide how quickly AI GPUs and memory chips reach customers. The company is a pure play on back end services, with recent Q2 2026 sales of NT$11.1 billion and net income of NT$2.5 billion, pointing to solid demand even as first half net income for 2026 sits below last year. Investors do need to weigh funding flagged as more reliant on higher risk borrowing and a share price that has been volatile. The key question is whether its profitability, AI linked test demand and capital spending choices stay aligned.

King Yuan Electronics’ AI focused test capacity, recent Q2 profitability and share price swings point to a story that many investors may only half understand. Unpack how those pieces fit together in the 3 key rewards and 2 important warning signs (1 is major!)

Seeking Alternatives Before The Crowd

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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