#MemoryChipsRally Memory chip rally: can the AI memory supercycle continue?
The memory-chip sector is entering another powerful phase as AI infrastructure spending continues to reshape demand for HBM, DRAM and advanced storage.
SK hynix jumped more than 9%, SanDisk gained around 5%, Micron rose 4.9%, and Seagate advanced about 7%. The move shows that investors are increasingly looking beyond GPUs and focusing on the memory and storage companies that form a critical part of the AI infrastructure chain.
The fundamental story remains strong.
AI models require enormous amounts of data to be proce