2026 WILL BE THE YEAR OF AI MEMORY

ShayBoloor
01-07

2026 WILL BE THE YEAR OF AI MEMORY

• $Micron Technology(MU)$ supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context.

• $SanDisk Corp.(SNDK)$ , $Seagate Technology PLC(STX)$ , $Western Digital(WDC)$ store massive AI datasets & model files so training and inference can scale.

• $Pure Storage(PSTG)$ , $NetApp(NTAP)$ turn raw memory & disks into reliable storage systems enterprises actually run AI on.

• $Lam Research(LRCX)$ , $AMATI AIM VCT(AMAT.UK)$ build the equipment that makes advanced memory like DRAM, HBM & NAND possible.

• $Marvell Technology(MRVL)$ , $Rambus(RMBS)$ , $Silicon Motion Technology(SIMO)$ design the controllers that control how fast data moves between GPUs & memory.

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