Why?
The HBM Inelasticity Wall: AI starves without processing speed. The insatiable race to build larger LLMs has forced a massive hardware shift towards HBM.
HBMs takes 4 times longer to manufacture than a standard RAM. Giants like Hynix & Micron are completely sold out through 2027.
The Big Contracts: Hyperscalers are locked into Multi year prepayments just to guarantee allocations. This means the memory giants have a irreplaceable tollbooth for data centres.
A good way to invest in the memory giants is $Roundhill Memory ETF(DRAM)$ as its top 3 holdings are the memory giants Hynix, Micron & Samsung Electronics. It is low cost & minimises your single stock risks.
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