SanDisk is mentioned as a memory stock that has seen price increases.
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Wall Street Is Chasing These 5 AI Chip Stocks
Dividend TalksMay 11, 2026
The AI boom is creating a significant memory shortage, potentially leading to a memory chip super cycle. While many semiconductor stocks are exposed to this trend, their valuations and direct benefit from the shortage vary. The creator plans to analyze and rank five AI chip stocks: ASML, Applied Materials, Lamb Research, Micron, and KLA, based on valuation, growth, balance sheet strength, and exposure to the memory shortage.
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SK Hynix is mentioned as a memory stock that has seen price increases.
Western Digital is mentioned as a memory stock that has seen price increases.
KLA is one of the five semiconductor stocks being analyzed for AI exposure.
Lamb Research is one of the five semiconductor stocks being analyzed for AI exposure.
Applied Materials is one of the five semiconductor stocks being analyzed for AI exposure.
ASML is one of the five semiconductor stocks being analyzed for AI exposure.
Nvidia was an early winner in the AI boom, but the current bottleneck has shifted to memory.
Micron is a key player in the AI memory shortage, with management calling memory a strategic AI asset.
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