MarketPlays: SanDisk Is the AI Memory Battle to Watch

and are both riding the AI memory boom as tight supply and rising prices drive major gains across the sector.

Micron has exposure to DRAM, HBM and NAND, while SanDisk is more focused on NAND and data-center storage.

Both are seeing huge demand, but the bigger question is which business can sustain that growth as AI infrastructure spending keeps expanding.

Would you rather own or for the AI memory trade?

Both benefit from AI-driven memory demand, but Micron’s broader exposure and SanDisk’s NAND focus create different ways to capture the storage boom.