4

Memory & storage stocks

4 names · group market sentiment 75 · Hot

High-bandwidth memory and the storage beneath it. Memory bandwidth, not compute, is what most often limits AI training throughput.

Prices as of 2026-09-18 23:30 UTC. Updates live in your browser.

Memory & storage sentiment history

0 50 100 19 Aug 18 Sept
Now
75
21-session change
+17
Period high
78
Period low
21

Cap-weighted across the 4 Memory & storage names, trading sessions only, so each step is one market day against the one before it.

How that compares

A score on its own cannot tell you whether this group is leading or the whole complex is drifting. Memory & storage currently ranks first of 6 segments.

SegmentMarket sentiment21-session change
Memory & storage
This page
75
+17
AI chips
67
+25
Optical & networking
61
+18
Neoclouds
60
+31
Equipment & EDA
57
+13
Power & systems
51
+24

All six segments, ranked by their current cap-weighted score. See them charted side by side →

#NamePrice1D5DMarket capMarket sentiment
1 Micron Technology
MU
$1,015.80 +3.92% +4.16% $1.10T
76
2 SanDisk
SNDK
$1,791.82 +10.99% +9.70% $236.4B
83
3 Western Digital
WDC
$441.36 +4.13% -1.30% $183.7B
55
4 Seagate Technology
STX
$858.79 +6.93% +3.45% $182.6B
76

The names in detail

MU
Micron Technology
76 · Hot
SNDK
SanDisk
83 · Hot
WDC
Western Digital
55 · Warm
STX
Seagate Technology
76 · Hot

Other segments

AI chips
7 names
Optical & networking
6 names
Neoclouds
6 names
Equipment & EDA
7 names
Power & systems
4 names

Common questions

Which stocks count as memory & storage?

ChipSentiment tracks 4 names in this group: Micron Technology (MU), SanDisk (SNDK), Western Digital (WDC), Seagate Technology (STX).

What is memory & storage sentiment right now?

The market-cap weighted market sentiment for this group is 75 out of 100, which reads as hot.

Why does this group matter to AI?

High-bandwidth memory and the storage beneath it. Memory bandwidth, not compute, is what most often limits AI training throughput.

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