Tech stocks Micron and Sandisk soared in early 2026 thanks to AI-driven demand for memory chips—but July brought brutal drops, sparking debate over whether this is a temporary setback or the start of a longer downturn. Micron, offering both DRAM and NAND chips, has a slight edge in the high-speed AI market, while Sandisk, focused solely on NAND, is projected for faster revenue growth next year. Both trade at low valuations, hinting at market skepticism about the boom’s longevity. Yet Micron’s leadership believes the chip shortage will persist past 2027, making it the slightly better bet—though Sandisk remains a strong contender.
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