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Why SanDisk(SNDK 0.00%↑) and Micron(MU 0.00%↑) Surged 11% — The Reason Is Hidden in One Sentence:
OpenAI has officially released its next-generation AI model, GPT-6 Astra! This marks the starting point of humanity entering the AGI era. Astra’s core change is that it can directly operate computers and software, completing complex tasks for users such as programming, scientific research, 3D modeling, creating presentations, and spreadsheets. It will consume massive amounts of storage chips and flash memory.
Reason two: The explosion in AI servers is pushing DRAM and NAND into a “super-tight” cycle.
Dell’s(DELL 0.00%↑) latest earnings report directly unveiled a stunning scorecard.
Q2 revenue reached $47 billion, while the AI server backlog hit $95 billion. More critically, Dell expects AI server revenue to grow about 200% year-over-year in fiscal 2027.
I found that Dell’s operations head put it even more bluntly: the biggest bottleneck right now is DRAM, DRAM, DRAM, then NAND, NAND, NAND — he said it three times. Translation: memory isn’t enough to sell. This is no exaggeration.
Bank of America estimates that DRAM and NAND spot prices in September still have 10%–20% upside, while major buyers’ order fulfillment rates have already fallen below 51%. Among them, DDR4 spot prices have surged about 879% year-to-date, and NAND wafer prices have risen more than 5 times within a year.
Data from market research firm Counterpoint is equally striking: global NAND revenue in Q2 surged 70% quarter-over-quarter, with average selling prices up 55% QoQ.
