4 Memorable Ways to Play the HBM Market Boom

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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.Interested in Micron Technology, Inc.? Here are five stocks we like better.HBM memory, the critical memory component for proper AI development and application, has experienced an existential demand crisis in 2025. Analysts estimate the peak of the crisis won’t be seen until the end of next year at the earliest, and will run through late 2027 at least.HBM supplies are tight because each AI GPU needs multiple HBM stacks, and many GPUs are already ordered on backlog. HBM is also more silicon-intensive than most chips: it’s built by stacking dies, which reduces how many finished units you can get from a single wafer. On top of that, it requires advanced manufacturing and complex packaging, so expanding output takes time.→ 3 Analyst-Backed Stocks the Market Is Getting Totally WrongWhile plans are in place to ramp production, that will also take time, and meaningful supply improvements are not expected until mid-to-late 2027. In the meantime, prices are skyrocketing by 60% to over 300%, depending on the end-market and type, and capacity is sold out through at least the end of 2026, underpinning a robust outlook for stocks with HBM exposure.Below, we'll examine four ways for investors to play the HBM market boom.→ 5 Small-Cap Stocks to Watch in 2026 as Investors Rotate Out of Big TechMicron Technology (NASDAQ: MU) is a leader in the HBM market and is poised to take market share over its competitors.It offers superior performance, capacity, and efficiency, making it a preferred choice.→ RKLB, ASTS, TDG: Insiders are Selling These 3 Space StocksAs it stands, the forecast for 2026 is for revenue to grow by nearly 285%, with growth slowing in 2027 to below 20%.It's likely that demand will remain tight through the end of 2026 and 2027 forecasts will rise as the year progresses, underpinning the stock price's advance.Analyst trends also underpin future upside, including expanded coverage and rising price targets, pointing to a 25% advance from November 2025 highs.MU stock chart displaying a breakout with a trend continuation signaled.Applied Materials (NASDAQ: AMAT) is critical to the AI industry, as it makes the machines that make HBM technology.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,932.05 +22.26 (+0.32%)Dow 3048,731.16 +288.75 (+0.60%)Nasdaq23,613.31 +51.46 (+0.22%)Russell 20002,548.08 +6.96 (+0.27%)VIX13.47 -0.53 (-3.79%)Gold4,502.80 -2.90 (-0.06%)Trending tickersNKE NIKE, Inc. 60.00 +2.66 (+4.64%)BTC-USD Bitcoin USD 87,868.44 +500.63 (+0.57%)AMCI AMC Robotics Corporation 9.35 +3.03 (+47.94%)OMER Omeros Corporation 15.36 +6.61 (+75.54%)ETH-USD Ethereum USD 2,953.52 -4.42 (-0.15%)PortfolioSign in to access your portfolioSign inTop gainersEWTX Edgewise Therapeutics, Inc. 27.29 +5.55 (+25.50%)PSNYW Polestar Automotive Holding UK PLC 7.40 +1.00 (+15.63%)TVTX Travere Therapeutics, Inc. 40.28 +4.92 (+13.91%)PSNY Polestar Automotive Holding UK PLC 17.18 +2.05 (+13.55%)PATH UiPath Inc. 17.16 +1.20 (+7.52%)Top losersASTS AST SpaceMobile, Inc. 78.05 -7.62 (-8.89%)HYMC Hycroft Mining Holding Corporation 24.96 -2.18 (-8.03%)QBTS D-Wave Quantum Inc. 27.52 -1.60 (-5.49%)BETA BETA Technologies, Inc. 30.12 -1.50 (-4.74%)PPTA Perpetua Resources Corp. 26.58 -1.12 (-4.04%)Most activeNVDA NVIDIA Corporation 188.61 -0.60 (-0.32%)PLUG Plug Power Inc. 2.1000 +0.0500 (+2.44%)TSLA Tesla, Inc. 485.40 -0.16 (-0.03%)INTC Intel Corporation 36.16 -0.19 (-0.52%)NKE NIKE, Inc. 60.00 +2.66 (+4.64%)Top economic eventsEarnings eventsMy earnings eventsEarnings events