Jun. 28 at 8:06 PM
$MU Read if you want to catch the next wave.
Micron can't make a single one of its advanced memory chips alone. A few names sit one layer down and tend to get pulled along every time memory ramps:
$TSM makes the base layer under the stack,
$AMKR and
$ASX do the advanced packaging that turns raw stacks into finished parts, Adeia
$ADEA licenses the bonding tech that lets the stacks get taller without overheating, and KLAC sells the inspection machines every new memory factory has to buy before it ships a good chip.
P.S: This is not the whole supply chain, just a handful of names I'd start digging into.
