Storage chips will still be in short supply for 5 more years!
As we enter the AGI era, agents will require HBM for real-time context, DRAM for short-term memory, and NAND for long-term memory.
Overview of bullish stocks 👇
1. Micron Technology $MU
One of the leading storage companies most directly benefiting from the AI era.
It covers the three core areas of HBM, DRAM, and NAND, almost capturing the entire AI storage industry chain's benefits.
2. SK Hynix $000660.KS
Global HBM leader. Currently one of NVIDIA's core HBM suppliers for H100/H200, one of the biggest winners of the AI wave.
3. Samsung Electronics $005930.KS
The world's largest storage chip company. Fully covers DRAM, HBM, and NAND, with strong industry chain dominance.
4. Kioxia $TYO: 285A
A major manufacturer of NAND flash memory.
5. Western Digital $WDC

Global NAND and data storage giant. AI training and inference require massive data storage, and enterprise SSD demand is rapidly growing.
6. SanDisk $SNDK

A pure-play NAND flash memory leader, with strong pricing power as AI data storage and enterprise SSD demand surge.
7. Seagate Technology $STX

Although mainly known for mechanical hard drives, the data archiving needs in the AI era are exploding.
Many AI training data will not be deleted but stored long-term.
8. Applied Materials $AMAT

Not a storage chip company but a core seller of storage equipment. Expanding HBM and DRAM production requires advanced semiconductor equipment; the more intense the AI arms race, the more profitable it becomes.
9. Lam Research $LRCX

One of the global leaders in storage chip equipment. DRAM and NAND manufacturing are highly dependent on its etching equipment.
10. Tokyo Electron $8035.T
A core Japanese semiconductor equipment company. An important beneficiary of advanced HBM packaging and storage manufacturing.
11. ASML $ASML

Although mainly known for EUV lithography machines, high-end HBM and advanced DRAM manufacturing cannot do without it.
12. Marvell Technology $MRVL

A core company for high-speed interconnection in AI servers. The higher the HBM bandwidth, the greater the demand for high-speed data transfer.
13. Broadcom $AVGO

A dominant player in AI networking and data centers.
As AI agents require real-time access to大量 memory data, the demand for high-speed switching chips will continue to explode.
14. NVIDIA $NVDA

Many only see GPUs, but in fact, NVIDIA is increasingly resembling an AI supercomputing platform.
15. TSMC $TSM

The biggest beneficiary of advanced HBM packaging CoWoS.
Who do you think is the most promising?