I understand the broad argument that AI data centers need more memory and storage.
For Micron, is the main opportunity high bandwidth memory for AI accelerators, or will demand also lift pricing and margins across its broader DRAM and NAND businesses? How much depends on supply staying tight?
For Sandisk, what specifically drives the upside? Does AI infrastructure create meaningful demand for its NAND products, or is the thesis more about a recovery in the flash memory cycle?
I’d be interested in the strongest case for each company