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Memory Chip Stocks Surge as AI Demand Drives Record Gains Through Decade
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27.04.2026Resumen IA

Memory Chip Stocks Surge as AI Demand Drives Record Gains Through Decade

Memory chip stocks Micron and Sandisk surged on Monday, continuing their extraordinary runs, after Melius Research analyst Ben Reitzes upgraded Micron to buy with a 41% upside target, noting demand could remain high through decade's end. Micron is up 550% over the past year and approaching $600 billion market cap, while Sandisk has gained 3,000% and hit $157 billion market cap. The global shortage of HBM memory for AI data centers has created a general-purpose DRAM shortage causing prices to skyrocket.

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