Memory Prices Are Still Skyrocketing. Is the Next Rally for Micron, SanDisk, and SK Hynix Just Beginning?

Impact · against what's priced in

The structural DRAM supply deficit through 2030 provides a strong long-term tailwind for Micron and SanDisk, though recent vertical price moves have likely captured much of the immediate AI-driven growth. The primary catalyst remains the widening supply-demand gap projected by Deutsche Bank, which supports sustained pricing power and revenue growth.

TSLA+0.20

Challenges what's priced in

The price assumes