AI Demand Leads to Boom in Memory and Storage Stocks
- demand for chips fueled by artificial intelligence is causing notable gains for companies specializing in memory and computer storage, according to a report from the Financial Times on...
- The Financial Times noted that data storage companies, frequently enough considered a less prominent sector within IT hardware, have seen their stock values increase substantially as AI infrastructure...
- Since the beginning of 2026, shares in SanDisk have doubled and increased nearly 1,100% since August.
AI Demand Drives Surge in Memory and Storage Stock values
demand for chips fueled by artificial intelligence is causing notable gains for companies specializing in memory and computer storage, according to a report from the Financial Times on January 25, 2026.
The Financial Times noted that data storage companies, frequently enough considered a less prominent sector within IT hardware, have seen their stock values increase substantially as AI infrastructure build-out is projected to exceed $500 billion this year. Read the full report here.
Since the beginning of 2026, shares in SanDisk have doubled and increased nearly 1,100% since August. Micron, Western Digital,and South Korean chipmaker SK Hynix have each tripled in value over the same period.
“By any measure, that’s an eye-watering few months,” said Arun Sai.