The article compares Micron Technology (MU) and Sandisk (SNDK) as AI stocks, both benefiting from the increasing demand for memory chips in AI applications, particularly in data centers. Micron focuses on DRAM, especially high-bandwidth memory (HBM), while Sandisk specializes in NAND flash storage like SSDs. Both companies are experiencing significant growth in revenue and earnings due to memory shortages and rising prices, presenting attractive investment opportunities for those looking to capitalize on AI data center investments.
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Better Artificial Intelligence (AI) Stock: Micron Technology vs. Sandisk
The article compares Micron Technology (MU) and Sandisk (SNDK) as AI stocks, both benefiting from the increasing demand for memory chips in AI applications, particularly in data centers. Micron focuses on DRAM, especially high-bandwidth memory (HBM), while Sandisk specializes in NAND flash storage like SSDs. Both companies are experiencing significant growth in revenue and earnings due to memory shortages and rising prices, presenting attractive investment opportunities for those looking to capitalize on AI data center investments.