The memory chip boom has been helping lift the whole market over the past two years, as memory stocks have enjoyed massive gains. Demand from data center operators for memory chips and storage devices has far outpaced supply. This is due to the pace at which hyperscalers and others are building new data centers and the infrastructure to power AI computing. AI workloads require processors to handle massive volumes of data quickly, so those servers need more memory to store and rapidly retrieve all that data. The result has been a supercycle for memory makers. Though they are all building new production lines to increase supply (and their sales volumes), so far, supply has not caught up with demand. As such, the memory-chip and storage device makers enjoy incredible pricing power, and they've been taking full advantage.
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