May. 26 at 9:25 PM
Western memory supply chain is heating up. -2
$CAMT $8.05B - 3D metrology
$FORM $10.63B - HBM test
$ONTO $13.64B- Inspection
$NVMI $16.75B MC - Optical/materials metrology
$RMBS $17.04B - HBM4 controller
$CAMT semiconductor equipment demand tied to AI chip expansion, trend stays constructive,
$FORM +
$ONTO semiconductor AI supply chain names, both benefit from chip demand cycle. momentum continues if volume supports breakout,
$NVMI semiconductor metrology demand tied to AI chip scaling,
$RMBS HBM4 controller narrative supports long-term memory cycle upside.
In a full memory supercycle, smaller market cap names can still keep running as demand continues to move upstream. The secondary wave is where momentum often extends.
Any other names you think should be on this list? Always looking for overlooked winners.
