$Micron Technology(MU)$ MU has been quietly gaining since earnings. One thing they mentioned during their call was that the HBM semis that they started production on requires 3x the wafer capacity than their other products.
I would imagine that is quite bullish for wafer manufacturing companies, but I am having a hard time identifying plays for that. A lot of manufacturing seems to be done by companies headquartered overseas or that are privately owned. I already own Applied Material but I was looking for another possible company to dig into.
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