RESOLVING THE LEDGER
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The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM) and advanced DRAM to power hyperscalers' training clusters , inference deployments, and data center expansion.
Surging demand for graphics processing units (GPUs) and expanding agentic AI workloads are tightening memory chip supply -- driving higher average selling prices and record profits for manufacturers.
Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have emerged as two popular plays in the AI memory boom. As of Aug. 6, Micron stock has gained roughly 715% over the past year and about 212% year-to-date. Sandisk has posted even more dramatic gains, nearing 3,000% returns over the last 12 months and roughly 439% so far in 2026.
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