The Memory Shortage Is Minting Winners. 3 Stocks Not Named Micron That Could Cash In.
The memory shortage has become a windfall for storage makers.
Overview
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usually reach for Micron Technology (NASDAQ: MU). But Micron is far from the only winner.
Details
Three other storage companies -- SanDisk (NASDAQ: SNDK), Western Digital (NASDAQ: WDC), and Seagate Technology (NASDAQ: STX) -- are cashing in too, and their latest results show just how much. But which one has the cleanest exposure to the shortage, and the longest runway, as prices keep climbing?
Source
Originally published at www.fool.com.
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