---
title: "The AI memory crunch is creating winners and losers. Here are the stocks to buy"
description: "Demand for memory far exceeds supply, much to the benefit of Micron, Western Digital, and SanDisk investors."
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/275220836.md"
published_at: "2026-02-08T08:03:16.000Z"
---

# The AI memory crunch is creating winners and losers. Here are the stocks to buy

> Demand for memory far exceeds supply, much to the benefit of Micron, Western Digital, and SanDisk investors.

Demand for memory far exceeds supply, much to the benefit of Micron, Western Digital, and SanDisk investors.

### Related Stocks

- [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md)
- [PSI.US - Invesco Semiconductors ETF](https://longbridge.com/en/quote/PSI.US.md)
- [FTXL.US - First Trust Nasdaq Food & Semicon](https://longbridge.com/en/quote/FTXL.US.md)
- [MUU.US - Direxion Daily MU Bull 2X Shares](https://longbridge.com/en/quote/MUU.US.md)
- [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md)
- [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md)
- [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md)
- [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md)
- [SOXQ.US - Invesco PHLX Semiconductor ETF](https://longbridge.com/en/quote/SOXQ.US.md)
- [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md)

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|-------|-------------|-----|
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| Meta 擬部署「數百萬夥」Nvidia 晶片 進一步加強合作關係 | Meta 計劃在未來幾年內部署數百萬顆 Nvidia 的 Blackwell 與 Rubin GPU，進一步加強與 Nvidia 的合作關係。此舉將使 Meta 更多地使用 Nvidia 的 AI 處理器和網絡設備，預計將為 Nvidia  | [Link](https://longbridge.com/en/news/276193053.md) |
| 西部數據的閃迪普通股二次發行已定價 | 西部數據的閃迪二級普通股發行定價 | [Link](https://longbridge.com/en/news/276217091.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.