The Memory Crunch Is Bigger Than Expected. 1 Top Stock to Buy on the Dip (Hint: Not Micron or Sandisk)
Yahoo Finance ·
Memory demand has been outstripping supply due to the strong consumption of dynamic random-access memory (DRAM) and NAND flash storage chips by artificial intelligence (AI) data centers. The memory crunch has been so acute that prices have climbed by a whopping 500% in just one year, as reported by Tom's Hardware . Importantly, the memory shortage won't be easing any time soon. Deloitte estimates that DRAM prices could jump 4x in 2026 despite efforts by memory manufacturers to bring additional supply online. The favorable demand-supply dynamics have fueled outstanding growth in the revenue and earnings of Micron Technology and Sandisk . The good news for Sandisk and Micron stock investors is that the supply crunch may not ease until 2029 or 2030, according to Deloitte. This could pave the way for more upside in both stocks. However, we are going to take a closer look at the prospects of Lam Research ( LRCX -0.14% ) , a company that can win big from the memory supply crunch. Let's look at the reasons why this semiconductor stock will be a major beneficiary of the memory boom.
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