Micron and Sandisk Are Surging: Can the Rally Last Through 2027?
Yahoo Finance ·
The hottest artificial intelligence (AI) stocks this year are not names like Nvidia and Palantir Technologies , which have put on a clinic in recent years and generated phenomenal returns for shareholders. This year, parts of the AI supply chain have come into focus, propping up lesser-known companies and even some legacy tech names that had been overlooked until recently. Two of those companies are Micron Technology ( MU -1.05% ) and Sandisk ( SNDK +0.69% ) , which are up 240% and 570%, respectively, this year (as of July 22). Can the rally last through 2027? Micron and Sandisk both make different types of memory, which feed the graphics processing units (GPUs) data that makes AI reasoning possible. Sandisk is focused on NAND flash memory, which is essentially longer-term, cheaper storage that maintains data even when an operating system's power is turned off. In AI, NAND is used to store massive data sets and AI models that can be quickly transferred to GPUs when they begin a task.
AI 시장 분석
Micron Technology and SanDisk have surged 240% and 570% respectively this year, emerging as new leaders in the AI supply chain. They are benefiting from AI infrastructure expansion by supplying essential memory semiconductors required to drive GPUs. Investors should monitor the sustainability of the memory demand rally extending through 2027.
상승 영향
- Semiconductors — Exploding demand for memory semiconductors essential for AI computations has driven the stock prices of Micron and SanDisk up by 240% and 570% respectively.
- AI — As the importance of data storage and transmission technologies supporting GPUs grows, investment benefits are spreading across the entire supply chain.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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