Topic

Memory Hardware

1 independent report · 5 names referenced

Memory supplier net margins signal structural capacity shortages across server hardware

Surging net income across memory and storage vendors indicates durable pricing power in enterprise hardware.

Covered names from the Octans screener — Lowest P/E view.
Ticker	P/E	Cap $B	1D
JD	9.4	52.1	▲ +1.05%
PDD	11.2	179	▲ +1.51%
BABA	14.8	205	▲ +4.33%
TSM	18.9	612	▲ +1.02%
TCEHY	19.6	468	▼ -1.10%

Trailing (~5yr) P/E is indicative, not live

Octans Research’ independent Memory Hardware research as a structured, independent-only feed for platforms and distribution.