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Bonus Story from MarketBeat.com 4 Memorable Ways to Play the HBM Market BoomWritten by Thomas Hughes. First Published: 12/23/2025. 
Key Points - HBM memory supply shortages and high AI-focused demand have the industry well-positioned for 2026.
- Micron is a leader, expected to gain share as its new facilities start coming online.
- Cash flow and capital returns are part of the equation, underpinning market support and a bullish stock price outlook.
HBM memory, the critical memory component for proper AI development and application, is facing an acute demand crisis in 2025. Analysts say the peak of the shortage likely won't arrive until at least the end of next year and could persist through late 2027. Supplies are tight because each AI GPU requires multiple HBM stacks, and many GPUs are already committed on backlog. HBM production is also silicon-intensive: it's built by stacking dies, which reduces the number of finished units recoverable from a single wafer. On top of that, advanced manufacturing and complex packaging are required, so ramping output takes time. While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> Although plans exist to increase capacity, meaningful supply improvements are not expected until mid-to-late 2027. In the meantime, prices have increased sharply — by roughly 60% to more than 300%, depending on the end market and product type — and capacity is sold out through at least the end of 2026. That backdrop supports a bullish outlook for companies with HBM exposure. Below, we'll examine four ways investors can play the HBM market boom. Micron Poised to Take Market Share in High-Demand Industry Micron Technology (NASDAQ: MU) is a leader in the HBM market and is well positioned to gain share from competitors. Micron's HBM products offer strong performance, capacity and energy efficiency, making them a preferred option for many AI applications. Current forecasts call for revenue to grow nearly 285% in 2026, with growth moderating to below 20% in 2027. Demand is expected to remain tight through the end of 2026, and 2027 estimates may rise as the year progresses, supporting further upside for the stock. Analyst trends also support future gains: expanded coverage and higher price targets point to roughly 25% upside from November 2025 highs. 
Applied Materials Makes the Machines That Make HBM Tech Applied Materials (NASDAQ: AMAT) is critical to the AI supply chain because it builds much of the equipment used to manufacture HBM. Its HBM-related offerings include materials engineering solutions, advanced packaging and metrology systems that support higher-density designs. Precision packaging capabilities are especially important, enabling the move to denser products such as next-generation HBM4, which is expected to see meaningful production ramps in 2026. The stock benefits not only from demand for advanced equipment at existing foundries but also from the broader global capacity ramp currently underway. Applied Materials is expected to sustain steady, single-digit growth, generate record-level revenue and produce healthy cash flow to support its dividend and share buybacks. 
Amkor: Outsourced Packaging Provider to the HBM Market Amkor (NASDAQ: AMKR) is an important outsourced provider of advanced packaging and testing services for HBM. Its systems integrate HBM stacks with GPUs and ASICs — including Chip-on-Substrate approaches that can link six or more components into a single module. In 2025, Amkor began building a $7 billion facility in Arizona to support domestic production of advanced AI components. AI leaders such as SK Hynix and NVIDIA (NASDAQ: NVDA) are already contracted customers. Analysts forecast the company's revenue will grow at a steady, high-single-digit pace over the next few years; analyst trends and MarketBeat institutional data suggest the stock is positioned to reach new highs. 
ASE Technology is the Largest Packaging and Test Provider ASE Technology (NYSE: ASX) is a leading semiconductor packaging and test provider whose proprietary technologies enable the integration of HBM stacks into advanced components. ASE's 2026 outlook calls for double-digit revenue growth and substantially wider margins. Margins are a key driver of the stock's outlook because they support a healthy dividend. The dividend yield exceeded 2.3% in 2025 and is expected to remain supported in 2026. Analysts and institutional investors have been accumulating shares in 2025, helping drive a strong Q4 and suggesting the positive trend may continue into 2026. 
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