"In 2025, the three biggest stock gainers in the S&P 500 were Micron ( NASDAQ:MU) with around 250%, Western Digital ( NASDAQ:WDC) with almost 300%, and Sandisk ( NASDAQ:SNDK) with nearly 600%. To be more precise, SNDK stock gained approximately 580% last year, which is astounding no matter how you slice it. And in case you didn't see the connection, the three top performers are all involved in the market for memory-storage hardware."
"In December 2025, IDC warned that the "global semiconductor ecosystem is experiencing an unprecedented memory chip shortage." Furthermore, this shortage could impact "device manufacturers and end users... well into 2027." IDC also observed that dynamic random access memory (DRAM) prices have "surged significantly as demand from AI data centers continues to outstrip supply." This dynamic has created what IDC called a "supply/demand imbalance" in late 2025."
Sandisk (SNDK) led the S&P 500 in 2025 with an approximate 580% gain, followed by Western Digital and Micron with roughly 300% and 250% gains respectively. The biggest winners were all memory-storage hardware companies. Strong demand from AI data centers pushed DRAM prices higher and created a notable supply/demand imbalance. IDC warned of an unprecedented memory chip shortage that could affect device manufacturers and end users well into 2027. The exceptional 2025 performance of memory makers raises the question of whether these stocks could stage further rallies in 2026.
Read at 24/7 Wall St.
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