Equities
According to ET, Micron (MU) intends to nearly double its HBM production capacity, aiming for approximately 100,000 wafers each month by the end of the year. Mkt cap ~$972B
Equity read-through Probabilistic High confidence AMAT
AMATPotential tailwind
Supplies DRAM and advanced-packaging equipment and jointly develops next-generation HBM technology with Micron.