The Motley Fool
28 Jul 2026, 08:15 UTC · 3h ago
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The capacity of HBM (High-Bandwidth Memory) is limited by the availability of EUV lithography machines, which are exclusively produced by ASML. — This creates a structural bottleneck that prevents rapid supply increases, likely sustaining high prices and margins for DRAM makers.
+0.80The AI infrastructure build-out has shifted the memory market from oversupply to a supply-constrained environment for both NAND and DRAM. — Strong demand for enterprise SSDs and HBM is driving record profits and cash flow for key players like Micron.
+0.70Memory stocks currently trade at single-digit forward P/Es due to the historical volatility and cyclicality of the industry. — While the valuation is low, it reflects a market discount based on the risk of future 'bust' cycles.
+0.30Which stocks this story touches
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Company is seeing soaring revenue, ballooning gross margins, and record profits due to the AI-driven memory market run.
Company is benefiting from a supply-constrained flash memory market and soaring demand for enterprise SSDs.
ASML is the sole provider of critical EUV machines required for HBM production, creating a strategic moat.
[a_to_b] ASML provides the EUV machines used by DRAM makers like Micron to manufacture HBM.
[a_to_b] ASML provides the EUV machines used by DRAM makers to manufacture HBM.
[mutual] Both are among the big three DRAM makers.
[mutual] Both companies operate in the memory (DRAM and NAND flash) markets.
[mutual] Both operate in the memory market, specifically NAND flash.
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