Are SanDisk and Micron Too Expensive? Here’s How You Can Invest in the Artificial Intelligence (AI) Memory Supercycle for Just $50.
Publish Date: 2026-05-10 11:13:00
Source Domain: www.theglobeandmail.com
- The explosive growth of AI is leading to high demand for memory and storage chips, particularly within data centers for model training and real-time inference.
- Companies like Micron Technology and SanDisk have seen significant financial success driven by booming sales of high-bandwidth memory (HBM) and NAND flash storage respectively.
- Despite strong performance, Micron and SanDisk stocks are considered expensive due to high valuation premiums, presenting risk for individual investors.
- A structural supercycle driven by AI is expected to continue boosting demand for memory and storage, thus sustaining earnings growth for these companies.
- For those hesitant about investing in individual high-volatility stocks, the Roundhill Memory ETF (DRAM) offers a diversified, lower-cost way to capture the growth in the AI memory sector.
- The DRAM ETF holds major players in the memory and storage equipment market, providing global exposure while reducing concentration risk.
