Chip Stock Investor Podcast

The Best Memory Stocks For 2026: How To Play the Memory Shortage

Jan 15, 2026
Memory shortages are shaking up the AI data center landscape in 2026. The hosts dissect the memory hierarchy, from ultra-fast SRAM to longer-term storage options. Key players like Nvidia and AMD are highlighted for SRAM investments, while SK Hynix and Micron lead the DRAM market. The resurgence of NAND and HDDs with Seagate and Western Digital is discussed, alongside a bullish outlook on Pure Storage due to its software edge. Additionally, opportunities with Lam Research as memory demand grows capture attention.
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INSIGHT

Memory Is A Speed-Capacity Trade-Off

  • Memory sits on a speed-versus-capacity trade-off from on-chip SRAM down to HDDs.
  • SRAM is fastest on-chip cache, HBM sits near GPUs, and NAND/HDD are highest capacity but slowest.
ADVICE

Gain SRAM Exposure Via Logic Leaders

  • Invest in SRAM exposure by buying leading logic and GPU designers or their manufacturers.
  • Consider NVIDIA, AMD, Broadcom, TSMC, Samsung, and Intel for on-chip SRAM participation.
INSIGHT

IP Vendors Offer Embedded Memory Leverage

  • Synopsys provides SRAM IP compilers unlike Cadence's IP offerings.
  • IP vendors can be a concentrated way to get exposure to embedded memory design tools.
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