Memory Chip Supercycle 2026: Why Micron and Sandisk Are the Hottest Bets Now

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.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).As a result, the demand for both DRAM and NAND flash has taken off, fueling tremendous growth at Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK). 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.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool