Why Micron, Sandisk, and SK Hynix Are Surging—And How to Play It

Benzinga07-23 17:40

Memory stocks gained in premarket trading Thursday as investors continued to favor companies expected to benefit from strong artificial intelligence infrastructure spending and tight memory supply. AI...

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As hyperscalers expand data-center capacity, investors expect memory makers to benefit from firmer pricing and sustained demand.Morgan Stanley’s Andrew Slimmon said memory chips and compute power are likely to remain in short supply for the foreseeable future, reinforcing his positive view on artificial intelligence-related investments despite concerns about heavy data center spending.Speaking on CNBC on Wednesday, Slimmon said Wall Street remains focused on the near-term cost of AI infrastructure, while technology companies are investing aggressively to capture long-term demand.Speaking on CNBC on Wednesday, Moore said memory remains “at the center of every methodology for AI training and inference” and","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"DARP":"GRIZZLE GROWTH ETF","WDAI":"Pacer S&P World 3AI Top 300 ETF","CLCG":"CROSSMARK LARGE CAP GROWTH ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","VGT":"信息技术ETF-Vanguard","AIBU":"Direxion Daily AI and Big Data Bull 2X Shares","CGGO":"Capital Group Global Growth Equity ETF","RULE":"Adaptive Core ETF","DISK":"Tema Memory ETF","FFTY":"Innovator IBD 50 ETF","SMH":"半导体指数ETF-HOLDRs","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AIFD":"TCW Artificial Intelligence ETF","FDTX":"Fidelity Disruptive Technology ETF","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","CNAV":"Mohr Company Nav ETF","PTF":"Invesco Dorsey Wright Technology Momentum ETF","MAGQ":"ROUNDHILL DAILY INVERSE MAGNIFICENT SEVEN ETF","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","XAIX":"Xtrackers Artificial Intelligence and Big Data ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","GK":"AdvisorShares Gerber Kawasaki ETF","AGIX":"通用人工智能 ETF-AGIX","MU":"美光科技","BERZ":"MicroSectors FANG & Innovation -3X Inverse Leveraged ETN","AIQU":"MicroSectors 3x Long Artificial Intelligence AI ETNs","XLK":"高科技指数ETF-SPDR","QTOC":"Innovator Growth Accelerated Plus ETF - October","MUD":"1倍做空MU ETF-Direxion","VTHR":"Vanguard Russell 3000 ETF","PBOT":"Pictet AI & Automation ETF","FWD":"AB DISRUPTORS ETF","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","BAI":"iShares A.I. 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As hyperscalers expand data-center capacity, investors expect memory makers to benefit from firmer pricing and sustained demand.\nMorgan Stanley’s Andrew Slimmon said memory chips and compute power are likely to remain in short supply for the foreseeable future, reinforcing his positive view on artificial intelligence-related investments despite concerns about heavy data center spending.\nSpeaking on CNBC on Wednesday, Slimmon said Wall Street remains focused on the near-term cost of AI infrastructure, while technology companies are investing aggressively to capture long-term demand.\n“There’s a scarcity of memory chips. There is a scarcity of compute power,” Slimmon said. “I don’t think that will be resolved in the near future.”\nSlimmon said investors should focus on areas of scarcity, arguing that supply has yet to catch up with growing demand for AI infrastructure. While he acknowledged that some memory stocks became overhyped earlier this year, he said recent pullbacks have made valuations more attractive.\nHe also dismissed comparisons between the current AI spending cycle and past boom-and-bust periods such as the dot-com era or commodity cycles.\nSlimmon said the dot-com bubble ended only after supply caught up with demand, noting that current industry conditions suggest the AI infrastructure buildout remains in its early stages.\nMorgan Stanley analyst Joseph Moore echoed that view, saying the recent pullback in memory stocks has created an attractive buying opportunity as AI spending continues to tighten industry supply.\nSpeaking on CNBC on Wednesday, Moore said memory remains “at the center of every methodology for AI training and inference” and argued that recent weakness reflects short-term concerns rather than a deterioration in long-term demand.\nMoore said data center customers continue to view memory as a key constraint on expanding AI infrastructure. He expects that dynamic to support the sector for several years.\n“We’re seeing these second-derivative sell-offs,” Moore said. “But the true north here is the strength of the data center and the belief from data center customers that memory’s going to be a binding constraint on the ability to ramp AI for really multiple years.”\nMoore also said the industry is experiencing an unusual period of pricing power. He estimated memory inflation could total about $80 billion this year as demand for high-bandwidth memory, DRAM and NAND outpaces supply.\nWhile higher prices are raising costs for electronics makers and cloud providers, Moore said there is no practical substitute for the memory required to train and run AI models.\nMoore said he expects the shortage to ease only if AI spending slows materially, a scenario Morgan Stanley does not currently anticipate. He said the current supply-demand imbalance could last three to four years if AI investment remains strong.\nPrice Action: Sandisk shares were up 1.62% at $1625.11, Micron Technology shares were up 2.98% at $988.05 and SK hynix shares were up 6.55% at $176.10 during premarket trading on Thursday, according to Benzinga Pro data.\nPhoto via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653745990","isCrawlerRequest":true}