---
title: "Micron's surge underscores AI shift toward memory and optics"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286673476.md"
description: "Micron's stock has surged due to increasing AI demand for DRAM and RAM, with strong earnings growth projected. Additionally, optical technology is gaining traction as AI data centers encounter networking challenges, leading to significant returns for companies like AXT. Investment is shifting focus from compute chips to memory and networking, driven by hyperscaler capital expenditure commitments."
datetime: "2026-05-17T13:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286673476.md)
  - [en](https://longbridge.com/en/news/286673476.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286673476.md)
---

# Micron's surge underscores AI shift toward memory and optics

Memory's market moment: Micron has climbed sharply over the past year as AI demand for DRAM and RAM outpaces supply, with Wall Street projecting strong earnings growth into the next decade. Optics on the rise: Optical tech is gaining traction as AI data centers face networking bottlenecks, with firms like AXT seeing massive returns and ETF launches signaling institutional interest. AI buildout broadens: Investment focus is expanding from compute chips to memory and networking, as hyperscaler capex commitments drive sustained infrastructure demand.

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## Related News & Research

- [GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF](https://longbridge.com/en/news/286936026.md)
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