May. 26 at 9:34 PM
Western memory supply chain is heating up. -3
$AMKR $18.20B - Advanced packaging
$ENTG $21.66B - CMP slurries
$MKSI $22.57B - CMP chemistry
A lot of the upside has already been priced in year-to-date, especially in large-cap names like
$AMAT,
$CDNS, and LRCX.
However, the memory supercycle still supports further upside potential, particularly for smaller-cap companies as demand continues to flow upstream.
Just in case you were wondering about second-order names, there are additional beneficiaries further down the value chain that tend to move later but still capture meaningful upside from the same underlying trend
Are there any other names that should be included in this setup? Always open to additional ideas that fit the same theme and supply chain exposure.
