AI is fueling a memory chip frenzy, sending Micron and Sandisk soaring — but with shaky markets and looming supply-demand fears, now could be the perfect time to jump in. Micron, juggling DRAM and NAND, and Sandisk, focused purely on NAND, are both riding the AI wave, with Sandisk projected for 154% revenue growth next year versus Micron’s 81%. Sandisk’s lower valuation (7.5x) vs. Micron’s (6.3x) makes it the higher-risk, higher-reward play — especially if AI demand stays hot through 2027.
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