Artificial intelligence chips need to process massive amounts of data quickly -- and to access it in an optimal way, they need that data stored nearby on high bandwidth memory (HBM) chips. Because of these growing needs, there are shortages across the entire memory market, and rectifying that will require investment across the semiconductor supply chain. Why the memory supply remains tightIncreasing memory supply will require the few major players in that niche to build large and complex new chip foundries -- and they are doing so. Lam Research supplies etching and deposition tools used in advanced memory production. Capturing the broader memory opportunityThe iShares Semiconductor ETF also provides exposure to the companies producing memory and driving its demand.