Yahoo Finance (The Motley Fool) analysis indicates that Micron Technology and SanDisk Corporation, as leading memory chip companies, are benefiting from the surging demand for memory in data center infrastructure driven by AI services, leading to rising memory prices and soaring profits. Counterpoint Research expects the memory shortage to persist until at least 2027. SanDisk's sales for Q4 FY2026 increased by 372% to $8.9 billion, with non-GAAP EPS rising from $0.29 to $39.25. Micron Technology's sales for Q3 FY2026 grew by 345% to nearly $41.5 billion, and non-GAAP EPS increased by over 1300% to $24.67. Analysts generally have a positive outlook on both stocks, considering them reasonably valued. However, given that Micron sells both DRAM and NAND flash memory, it has more opportunities to benefit from the expanding memory market, giving it a slight edge.