Accelerator roadmaps continue to raise bandwidth content.
What changed
AI demand is raising memory bandwidth and capacity requirements while changing how wafer, packaging and testing resources are allocated.
The investment question is shifting from near-term scarcity toward who preserves pricing power when new capacity begins entering the system.
Why it matters
HBM consumes scarce wafer and packaging resources.
New capacity can change pricing after 2027.
Mapped companies
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