{
  "id": 19604125,
  "title": "Micron vs. Sandisk: The AI Memory Supercycle Is Big Enough for Both, but Here's the Better Buy.",
  "url": "https://urgent.news/2026/11/12/micron-vs-sandisk-the-ai-memory-supercycle-is-big-enough-for-both-but",
  "topic": "ai",
  "section": "AI",
  "published": "2026-11-12T05:00:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/12/micron-vs-sandisk-the-ai-memory-supercycle-is-big/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "The artificial intelligence (AI) boom has sent memory prices soaring, benefiting both Sandisk (SNDK) and Micron (MU) as they are two of the top performers in the market this year. Sandisk shares have increased over 200% this year, while Micron shares have surged around 150%. Despite their importance in the memory market, the two companies play distinct roles. The memory market is divided into volatile and nonvolatile categories. Volatile memory, such as dynamic random access memory (DRAM), is used for temporary storage and loses data when power is lost. Nonvolatile memory, like NAND (flash) memory, retains data when power is off and is used for permanent storage. Micron is a significant player in both DRAM and NAND markets, controlling around 20% and 15% respectively, while Sandisk focuses solely on NAND. The surging demand for high bandwidth memory (HBM), a special form of DRAM used with GPUs and AI accelerators, has outpaced supply due to the need for advanced lithography machines and cleanroom facilities. This has led to higher prices across all memory types, driving Micron and Sandisk's growth. With both companies securing long-term deals and trading at low forward P/E ratios, Micron is considered the better buy due to its dominance in DRAM and its crucial role in the AI market.",
  "summary": "Micron and Sandisk are both riding the powerful memory wave.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}