If You Like Micron Technology, You Might Love This Other Super Semiconductor Stock

1 day ago 5

Anthony Di Pizio, The Motley Fool

Tue, May 26, 2026 astatine 11:05 AM CDT 5 min read

Micron Technology (NASDAQ: MU) supplies immoderate of the world's champion high-bandwidth representation (HBM) for information centers, which is critically important for processing artificial quality (AI) workloads. Demand for this hardware acold exceeds supply, which is wherefore Micron banal has exploded higher by 700% implicit the past year.

But different institution is besides benefiting from the blistering request for memory. Axcelis Technologies (NASDAQ: ACLS) sells ion implantation machines, which play an indispensable relation successful the manufacturing of representation chips and different semiconductor hardware. As companies specified arsenic Micron contention to grow their accumulation capacity, they volition person to bargain much of this equipment.

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Axcelis banal is sitting connected a 12-month summation of 170%. But is determination much upside ahead?

The wrong of a information halfway with dozens of server stacks.

The representation accidental could alteration Axcelis' concern

Axcelis has 3 superior concern units which relationship for 90% of its revenue:

Power: Axcelis sells ion implantation machines for powerfulness semiconductors, which power the travel of energy betwixt chips and different devices. The institution specializes successful analyzable chemistries, including silicon carbide which is fashionable successful the electrical conveyance manufacture due to the fact that it facilitates accelerated artillery charging.
General Mature: This conception includes ion implantation instrumentality for mature-node chips, which are the basal processors that powerfulness mundane electronics including Wi-Fi modems, conveyance infotainment systems, and camera sensors.
Memory: This is wherever Axcelis accounts for income of ion implantation machines to manufacturers of representation chips, whether they are making HBM for information centers oregon nonstop random-access representation for computers and smartphones.

Ion implantation is simply a highly analyzable but important process that occurs successful the precise aboriginal stages of semiconductor production. Chips commencement retired arsenic basal sheets of silicon crystal, truthful to crook this earthy worldly into functioning representation cells, ion implantation machines person to occurrence tiny charged atoms into the wafer to representation retired however energy should flow.

Memory has go a captious portion of the AI hardware stack. HBM for the information halfway sits alongside graphics processing units (GPUs), which are the superior chips utilized successful AI workloads. A debased representation capableness would make bottlenecks, forcing GPUs to intermission portion they hold to person much data. This concern would pb to a subpar acquisition for anyone utilizing an AI chatbot oregon AI agent.

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