Micron's $54B quarter pulls the whole HBM packaging, probe, and inspection capacity chain
demian_ai · x · 2026-10-01
Per zorgresearch, Micron's $54B quarter and $61.5B guide show HBM allocation remains the scarce layer, bidding up every station downstream: no GPU ships without HBM, and HBM needs packaging, substrates, probe, and inspection. Alpha sits in probe/test (FormFactor rallied on a Deutsche Bank note; HBM4 must keep scarcity real) and in inspection/metrology (ONTO, CAMT) — if advanced packaging is the bottleneck, metrology is the unlock, not optional opex.
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