The artificial intelligence (AI) infrastructure boom has supercharged the memory market, leading to a phenomenal surge in the share prices of Micron Technology and Sandisk. Memory demand has significantly outpaced supply, leading to a sharp increase in prices of both dynamic random-access memory (DRAM) and NAND flash. Notably, the memory shortage may not end until 2030 despite attempts by manufacturers to bring more supply online. So, the favorable market conditions driving Micron and Sandisk's growth are here to stay. However, there is another memory industry participant that's benefiting from the market's boom. Shares of Lam Research (NASDAQ:LRCX), which sells chipmaking equipment, have jumped 64% over the past year. The company released its fiscal 2027 first-quarter results (for the three months ending Sept. 27) on Oct. 21, and its performance clearly indicates that the incredible demand for memory from AI data centers could send the stock even higher.
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