"The memory chip stocks have been really heating up to start the year, thanks in part to the AI-driven RAM shortage, which could last well into the year's end and perhaps beyond. Undoubtedly, AI demand is showing no signs of slowing down, and as the high-performance memory needs continue to blast off, questions linger as to how the top memory players can step up to meet the needs of this unprecedented boom."
"With shares of Sandisk ( NASDAQ:SNDK) spiking more than 44% in the first few sessions of 2026, and other memory makers, like Micron ( NASDAQ:MU) and Western Digital ( NASDAQ:WDC) following behind with gains of 15% and 13%, respectively, year to date, momentum chasers might be wondering if there's any more upside left to be had as we learn more about the extent of the memory shortage."
AI-driven RAM shortages are causing a surge in memory chip stocks and could persist into late 2026 or 2027, sustaining elevated prices and margins. High-performance memory demand from next-generation AI data centers is rapidly increasing, stressing supply chains and prompting firms to stockpile available inventory. Early-2026 gains include Sandisk up over 44%, Micron about 15%, and Western Digital roughly 13% year to date. Micron's exit from the consumer Crucial business signals a focus on AI workloads. Chasing surging memory stocks carries high volatility, but lower-priced memory companies may merit small positions for risk-tolerant investors.
Read at 24/7 Wall St.
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