$Micron Technology(MU)$ If you

$Micron Technology(MU)$ If you're looking to catch the next wave, here are some names to consider.

Micron can't produce its advanced memory chips entirely on its own. There are companies further down the supply chain that tend to move when memory demand picks up.

$Taiwan Semiconductor Manufacturing(TSM)$ makes the foundational layer for the chip stacks.

$Amkor Technology(AMKR)$ and $ASE Technology(ASX)$ handle the advanced packaging that turns raw stacks into finished parts. Adeia $Adeia(ADEA)$ licenses the bonding technology that allows stacks to get taller without overheating. KLAC sells the inspection equipment that every new memory fab needs before it can ship a good chip.

P.S. This isn't the entire supply chain, just a handful of names I'd start looking into.

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