
Micron, Sandisk Rally on Persistent AI Memory Demand
Memory stocks Micron and Sandisk rallied on Monday after analysts forecast persistent, high demand through the end of the decade. This surge is primarily driven by the global shortage of specialized components, particularly High Bandwidth Memory (HBM), which is crucial for powering advanced AI data centers. The DRAM market has shown robust growth, with quarterly increases of 30%, while SSD demand for NAND memory is also escalating. In response to sustained demand, major manufacturers are entering into long-term supply agreements and committing billions to expanding production capacity across the U.S. and Asia.






















