Key Points The market still hasn't seen peak AI demand. Micron and Sandisk are building more capacity because there's an even larger demand wave coming. 10 stocks we like better than Micron Technology › The memory chip market is historically cyclical. Demand for computing chips rises, allowing memory chip manufacturers to run their facilities at maximum capacity and see rising margins. After the demand wave is over, it returns to a steadier state of operation, which tends to be less lucrative. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.
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