---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42565051.md"
description: "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:DRAMSK Hynix $000660.KS   Micron $Micron Tech(MU.US)   CXMT    Nanya Technology $2408.TW   Samsung Electronics $005930.KSNANDSK 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 HDDSeagate $Seagate Tech(STX.US)   Toshiba    Western Digital $Western Digital(WDC.US) Foundry - TSMC & Local ChinaSMIC $0981.HK   Hua Hong Grace Semiconductor $1347.HK   Taiwan Semiconductor Manufacturing $Taiwan Semiconductor(TSM.US) Analog Semis - Global & Local ChinaInfineon 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 ChinaTokyo Electron $8035.T   Advantest $6857.T   Lasertec $6920.T   Disco  $6146.T   Naura Technology $002371.SZ   Advanced Micro-Fabrication Equipment $688012.SSKingsemi $688037.SSOptics - 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) MLCCVishay Intertechnology $Vishay Intertech(VSH.US)   Murata Manufacturing $6981.T   Taiyo Yuden $6937.T   TDK  $6762.T   Yageo $2327.TWABF SubstrateUnimicron $2302.TW   Shinko Electric $6967.T   Ibiden $4062.T   AT&S $ATS(ATS.US).VI   Nan Ya PCB $8046.TWPCB/CCLVictory 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.SZT-GlassNittobo $6762.TInP SubstrateAXT Inc $AXT(AXTI.US)   Sumitomo Electric $5802.TTantalum PowderAdvanced Metallurgical Group $Affiliated Managers(AMG.US).ASSilicon WafersShin-Etsu Chemical $4063.T   SUMCO $3436.T   GlobalWafers $6488.TW   Siltronics AG $WAF.DENote: Does not cover all possible names. This is a brief overview."
datetime: "2026-07-10T04:12:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42565051.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42565051.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42565051.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
---

# Goldman Sachs had released a supply/demand heatmap…


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