{"id":253126,"date":"2026-05-23T04:33:00","date_gmt":"2026-05-23T08:33:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/23\/memory-chip-supercycle-2026-why-micron-and-sandisk-are-the-hottest-bets-now\/"},"modified":"2026-05-23T05:15:11","modified_gmt":"2026-05-23T09:15:11","slug":"memory-chip-supercycle-2026-why-micron-and-sandisk-are-the-hottest-bets-now","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/23\/memory-chip-supercycle-2026-why-micron-and-sandisk-are-the-hottest-bets-now\/","title":{"rendered":"Memory Chip Supercycle 2026: Why Micron and Sandisk Are the Hottest Bets Now"},"content":{"rendered":"

Memory Chip Supercycle 2026: Why Micron and Sandisk Are the Hottest Bets Now<\/a><\/p>\n

https:\/\/www.fool.com\/investing\/2026\/05\/23\/memory-chip-supercycle-2026-why-micron-and-sandisk\/<\/a><\/p>\n

Publish Date: 2026-05-23 04:33:00<\/a><\/p>\n

Source Domain: www.fool.com<\/a><\/p>\n

Memory has emerged as one of the most critical components in the artificial intelligence (AI) chip stack. While accelerator chips such as central processing units (CPUs), application-specific integrated circuits (ASICs), and graphics cards continue to do the heavy lifting in AI data centers for training and inference, memory chips enable those accelerators to perform optimally.<\/p>\n

Memory chips don’t undertake computing tasks. Instead, they store massive amounts of data needed for AI model training and inference — NAND flash — and transport huge data volumes to AI accelerators quickly — dynamic random-access memory (DRAM).<\/p>\n

As a result, the demand for both DRAM and NAND flash has taken off, fueling tremendous growth at Micron Technology<\/strong> (MU 1.23%<\/span>)<\/span> and Sandisk<\/strong> (SNDK 4.12%<\/span>)<\/span>. Let’s take a closer look at the prospects of the memory market and check why these two semiconductor stocks can sustain their red-hot stock market rally.<\/p>\n

Image source: Micron Technology.<\/p>\n

The memory industry’s revenue is poised for a significant lift-off<\/h2>\n

AI data centers have been lapping up the available NAND flash supply to store massive data volumes, while AI chip designers have been designing accelerators with bigger DRAM, known as high-bandwidth memory (HBM), to unlock the full computing power of their chips. It is estimated that AI data centers will consume 70% of the memory chip supply this year.<\/p>\n

\"Sandisk<\/p>\n

Today’s Change<\/p>\n

(-4.12%) $-63.55<\/p>\n

Current Price<\/p>\n

$1478.69<\/p>\n

Key Data Points<\/h3>\n

Market Cap<\/p>\n

$219B<\/p>\n

Day’s Range<\/p>\n

$1473.52 – $1528.00<\/p>\n

52wk Range<\/p>\n

$36.21 – $1600.00<\/p>\n

Volume<\/p>\n

9.7M<\/p>\n

Avg Vol<\/p>\n

17.1M<\/p>\n

Gross Margin<\/p>\n

56.04%<\/p>\n

The AI-driven memory demand is so strong that industry watchers believe that the ongoing shortage could last until 2030. The resulting increase in memory prices and robust demand from data centers is pushing the memory industry’s revenue up at an incredible pace. Market research firm TrendForce anticipates a 134% increase in memory revenue to $552 billion in 2026. The growth is poised to continue in 2027, with an…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Memory Chip Supercycle 2026: Why Micron and Sandisk Are the Hottest Bets Now https:\/\/www.fool.com\/investing\/2026\/05\/23\/memory-chip-supercycle-2026-why-micron-and-sandisk\/ Publish…<\/p>\n","protected":false},"author":1,"featured_media":253127,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F870986%2Fmicron-technology-sign-with-micron-logo-in-front-of-building-with-micron-logo_micron.jpg&w=1200&op=resize","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-253126","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/253126"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=253126"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/253126\/revisions"}],"predecessor-version":[{"id":253128,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/253126\/revisions\/253128"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/253127"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=253126"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=253126"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=253126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}