HBM demand is exploding as AI chips from Nvidia and AMD gobble up hundreds of gigabytes of memory, triggering a severe global shortage. Building new fabs is painfully slow—plagued by labor shortages, permitting delays, and power constraints—with experts predicting tight supplies well past 2027. The bottleneck is lifting demand for advanced memory manufacturing equipment, boosting toolmakers critical to scaling production. Investors can gain diversified exposure through the iShares Semiconductor ETF (SOXX), which includes major players like Micron, Nvidia, AMD, and key equipment suppliers. While volatile, SOXX offers a long-term play on the AI memory boom—starting as little as $100.
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