Sandisk (SNDK) and Micron (MU) are among the best-performing memory chip stocks in 2026, with record margins as memory demand hits an all-time high while supply is tight, driving prices sharply higher. The author notes that Micron’s high-bandwidth memory (HBM) is growing faster than conventional DRAM, and that Micron has announced a custom HBM chip partnership with Nvidia. Both companies are signing long-term supply agreements to stabilize revenue, with Micron estimating about 35% of its revenue secured through 2030 and Sandisk having signed about 50% of its clients to such contracts. Micron expects industry NAND and DRAM shipments to grow at a low-to-mid 20% rate in both 2027 and 2028. The author prefers Micron, citing its HBM exposure and cheaper valuation relative to Sandisk, while still calling Sandisk a solid pick.
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semiconductorsMicronmemory chipsartificial intelligence
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NVDA
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Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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