THE HBM sector could grow from $4B in 2023 to $130B by 2033 according to Bloomberg.
These companies are set to benefit:
The Big 3:
$MU | Micron
$SSNLF | Samsung
$HXSCL | SK Hynix
Ecosystem:
$ASML | ASML
$TSM | TSMC
$INTC | Intel
$AMD | Advanced Micro Devices
$NVDA | Nvidia
Advanced Equipment Suppliers
$BESI | BE Semiconductor
Hanmi Semiconductor
Disco Corp
Packaging:
$AMKR | Amkor
ASE Technology Holding
JCET Group
Design and IP
$RMBS | Rambus
$CDNS | Cadence Design Systems
$SNPS | Synopsys
Others:
$MRVL | Marvell
Fujitsu
Powertech Technology
$AMAT | Applied Materials
$KLIC | Kulicke and Soffa
These companies are set to benefit:
The Big 3:
$MU | Micron
$SSNLF | Samsung
$HXSCL | SK Hynix
Ecosystem:
$ASML | ASML
$TSM | TSMC
$INTC | Intel
$AMD | Advanced Micro Devices
$NVDA | Nvidia
Advanced Equipment Suppliers
$BESI | BE Semiconductor
Hanmi Semiconductor
Disco Corp
Packaging:
$AMKR | Amkor
ASE Technology Holding
JCET Group
Design and IP
$RMBS | Rambus
$CDNS | Cadence Design Systems
$SNPS | Synopsys
Others:
$MRVL | Marvell
Fujitsu
Powertech Technology
$AMAT | Applied Materials
$KLIC | Kulicke and Soffa
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