Memory chip stocks Micron and Sandisk are surging amid AI-driven demand that’s outpacing supply—Micron up 700%, Sandisk over 3,000%. Though recent dips (Micron -24%, Sandisk -38%) have cooled momentum, analysts see this as a buying opportunity: demand won’t ease until at least 2030. Both firms are locking in future revenue with massive multi-year contracts—Micron’s $100B+ and Sandisk’s tens of billions—far exceeding current earnings. With pricing power intact and valuations surprisingly attractive versus the S&P 500, the memory boom is shaping up as a long-term winner.
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