The AI buildout is causing a supply-demand gap in storage devices, leading to soaring prices for DRAM and NAND storage devices in 2025. Stocks of storage and memory product manufacturers were the top performers in the S&P 500 index last year, with four companies posting gains of over 200%. Sandisk, Western Digital, Seagate Technology, and Micron Technology saw significant stock price increases. The demand for storage is driven by the AI buildout, with DRAM prices up 170% and NAND prices up almost 250%. Prices are expected to continue rising in 2026, and memory storage stocks have already seen significant gains this year. Sandisk, Western Digital, Seagate Technology, and Micron Technology continue to look promising for investors.
Read more at Nasdaq, Inc.: Are Data Storage Stocks in a Bubble or Should You Get in Now?
