{"id":234958,"date":"2025-11-21T11:15:00","date_gmt":"2025-11-21T16:15:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=234958"},"modified":"2025-11-24T05:01:48","modified_gmt":"2025-11-24T10:01:48","slug":"3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/","title":{"rendered":"Stocks Benefiting from the AI-Driven Memory Market Frenzy"},"content":{"rendered":"\n

A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors cannot ignore.<\/p>\n\n\n\n

PC builders are entering one of the worst periods to upgrade their workstations and gaming platforms. The relentless memory demand for AI workloads within data centers is collapsing inventory for retail consumers, diverting it to enterprise-grade scaling instead.<\/p>\n\n\n\n

Moreover, manufacturers of high-performance DRAM are shifting from DDR4 to DDR5 and LPDDR5X, slowing down the legacy output and exacerbating the shortage. On top of this, after the market downturns in 2022 and 2023, memory manufacturers under-invested in their capacity expansions. Given the complexity of such upgrades, and the REEs required<\/a>, the demand is now greatly outpacing the memory supply.<\/p>\n\n\n\n

According to aggregated data from PCPartPicker<\/a>, the prices of various DDR4 and DDR5 memory chip modules have increased between 130% and 180% over the last 18 months. For Q4, market research firm TrendForce projects a 75% year-over-year increase. In addition to PCs, the bill of materials (BOM) surge is expected to affect both smartphone and laptop prices in 2026 by an extra 5-15%.<\/p>\n\n\n\n

Further exacerbating the problem, Nvidia decided to reduce AI server power drain by switching from high-performance DDR5 to LPDDR memory, which is typically found in tablets and smartphones. This puts Nvidia in the position akin to a large smartphone maker, upsetting the delicate supply chain.The question is, how should investors position themselves in this memory up-cycle?<\/p>\n\n\n\n

Micron Technology Inc. (NASDAQ: MU)<\/h3>\n\n\n\n

Micron has been one of our most covered memory stocks. When we reported on MU stock drop<\/a> in late March, due to NAND Flash oversupply and lower margin forecast, MU shares were trading at $94. Following October\u2019s price surge<\/a> driven by AI demand, MU stock is now priced at $227.41 per share.<\/p>\n\n\n\n

Since the beginning of the year, we have maintained that Micron is one of the best AI-adjacent stocks<\/a> to hold, so this price surge should not be surprising.<\/p>\n\n\n\n

Capitalizing on AI data center growth in fiscal Q4, ending August 28, 2025, Micron\u2019s cloud memory division exceeded 49% gross margin from the year ago quarter to 59%. Overall, the company generated 46% more revenue YoY in Q4 at $11.32 billion. Of its four divisions, cloud memory has been the most performant, followed by mobile and automotive, both increasing their gross margins to 36% (from 32%) and 31% (from 24%) YoY respectively.<\/p>\n\n\n\n

Micron\u2019s Dynamic Random-Access Memory (DRAM) is responsible for 79% of the revenue, while the rest falls to NAND Flash for long-term storage needs.<\/p>\n\n\n\n

In particular, after collaborating with Nvidia, Micron has become dominant in the supply of LPDRAM for data servers. Moving forward, the company expects even more gains with the deployment of cutting-edge GDDR7 for ultra\u2013high performance AI workloads. For the PC market, the company achieved record revenue from its solid-state drive (SSD) portfolio, now ready to deploy G9 NAND SSDs.<\/p>\n\n\n\n

For calendar 2026, Micron expects further DRAM supply tightness. Therefore, its capex is expected to rise from $13.8 billion in fiscal 2025.<\/p>\n\n\n\n

<\/p>\n\n\n\n

ASML Holding N.V. (NASDAQ: ASML)<\/h3>\n\n\n\n

Although not a memory stock per se, Dutch ASML underpins the entire chip market as the monopolist with its Extreme Ultraviolet (EUV) lithography machines. In other words, as the foundational bottleneck layer, even companies like Nvidia, TSMC and Samsung are beholden to ASML.<\/p>\n\n\n\n

Conversely, as semiconductor and memory chip companies expand their capex to meet the rising demand, ASML will be the beneficiary. Additionally, ASML has the widest moat in the entire semiconductor industry, or any industry, making it a broader civilizational layer worthy of investor exposure.<\/p>\n\n\n\n

As of latest Q3 earnings, ASML reported \u20ac7.5 billion in net sales at a gross margin of 51.6%, up from 50.8% in the year-ago quarter. For the full-year 2025, ASML projects 15% revenue YoY increase, with a gross margin near 52%.<\/p>\n\n\n\n

Investors often neglect ASML in favor of cheaper shares, so its present price of $1,028.13 is still under the average price target. <\/p>\n\n\n\n

Pure Storage Inc. Class A (NYSE: PSTG)<\/h3>\n\n\n\n

This Californian company is focused on purely enterprise-grade flash storage, using Micron\u2019s NAND products. Accordingly, the bulk of Pure Storage\u2019s revenue comes from subscriptions, at around 70%, while the rest falls to hardware sales of various FlashArray systems.<\/p>\n\n\n\n

Pure Storage is attractive to any business or organization trying to simplify its storage needs, irrespective of future scaling. With automatic non-disruptive upgrades and stable monthly\/annual rate, such a business model is likely to be seen as a meaningful cost-cutting layer within large enterprises.<\/p>\n\n\n\n

To that end, the company offers a unified Enterprise Data Cloud (EDC) platform, accessible through application programming interface (API).<\/p>\n\n\n\n

As more companies shift to consumption-based IT models, the company\u2019s subscription-first approach has a high potential to lock in long-term customers while providing recurring revenue. In turn, Pure Storage can take on utility-like economics akin to traditional utility companies like AES Corporation<\/a>.<\/p>\n\n\n\n

In Q2 ending August 3, 2025, Pure Storage reported 13% YoY revenue increase to $861 million, with subscriptions going up 15%. With an exceptionally high gross margin of 70.2% (GAAP), the company increased its net income by 32% YoY to $47.1 million.<\/p>\n\n\n\n

Pure Storage scheduled its Q3 earnings call, for fiscal 2026, on December 2nd. <\/p>\n\n\n\n

—<\/p>\n\n\n\n

Originally Posted November 20, 2025 – 3 Stocks Benefiting from the AI-Driven Memory Market Frenzy<\/a><\/p>\n\n\n\n

Disclaimer: The author does not hold or have a position in any securities discussed in the article.<\/em> All stock prices were quoted at the time of writing.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors cannot ignore.<\/p>\n","protected":false},"author":501,"featured_media":225517,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[6,8,9,22,26,3],"tags":[],"contributors-categories":[13710],"class_list":{"0":"post-234958","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-north-america","8":"category-region","9":"category-securities","10":"category-stocks","11":"category-text-articles","12":"category-traders-insight","13":"contributors-categories-the-tokenist"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"\nStocks Benefiting from the AI-Driven Memory Market Frenzy<\/title>\n<meta name=\"description\" content=\"A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/234958\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stocks Benefiting from the AI-Driven Memory Market Frenzy | IBKR Campus US\" \/>\n<meta property=\"og:description\" content=\"A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors cannot ignore.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus US\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-21T16:15:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-24T10:01:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"563\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Tim Fries\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tim Fries\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t \"@context\": \"https:\\\/\\\/schema.org\",\n\t \"@graph\": [\n\t {\n\t \"@type\": \"NewsArticle\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/#article\",\n\t \"isPartOf\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/\"\n\t },\n\t \"author\": {\n\t \"name\": \"Tim Fries\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/person\\\/8aec5ebeb263dcb77586039ad857f7ae\"\n\t },\n\t \"headline\": \"Stocks Benefiting from the AI-Driven Memory Market Frenzy\",\n\t \"datePublished\": \"2025-11-21T16:15:00+00:00\",\n\t \"dateModified\": \"2025-11-24T10:01:48+00:00\",\n\t \"mainEntityOfPage\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/\"\n\t },\n\t \"wordCount\": 892,\n\t \"commentCount\": 0,\n\t \"publisher\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\"\n\t },\n\t \"image\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/#primaryimage\"\n\t },\n\t \"thumbnailUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/06\\\/tech-ai-featured-img.jpg\",\n\t \"articleSection\": [\n\t \"North America\",\n\t \"Region\",\n\t \"Securities\",\n\t \"Stocks\",\n\t \"Text Articles\",\n\t \"Traders' Insight\"\n\t ],\n\t \"inLanguage\": \"en-US\",\n\t \"potentialAction\": [\n\t {\n\t \"@type\": \"CommentAction\",\n\t \"name\": \"Comment\",\n\t \"target\": [\n\t \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/#respond\"\n\t ]\n\t }\n\t ]\n\t },\n\t {\n\t \"@type\": \"WebPage\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/\",\n\t \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/\",\n\t \"name\": \"Stocks Benefiting from the AI-Driven Memory Market Frenzy | IBKR Campus US\",\n\t \"isPartOf\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#website\"\n\t },\n\t \"primaryImageOfPage\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/#primaryimage\"\n\t },\n\t \"image\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/#primaryimage\"\n\t },\n\t \"thumbnailUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/06\\\/tech-ai-featured-img.jpg\",\n\t \"datePublished\": \"2025-11-21T16:15:00+00:00\",\n\t \"dateModified\": \"2025-11-24T10:01:48+00:00\",\n\t \"description\": \"A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors cannot ignore.\",\n\t \"inLanguage\": \"en-US\",\n\t \"potentialAction\": [\n\t {\n\t \"@type\": \"ReadAction\",\n\t \"target\": [\n\t \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/\"\n\t ]\n\t }\n\t ]\n\t },\n\t {\n\t \"@type\": \"ImageObject\",\n\t \"inLanguage\": \"en-US\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\\\/#primaryimage\",\n\t \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/06\\\/tech-ai-featured-img.jpg\",\n\t \"contentUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2025\\\/06\\\/tech-ai-featured-img.jpg\",\n\t \"width\": 1000,\n\t \"height\": 563\n\t },\n\t {\n\t \"@type\": \"WebSite\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#website\",\n\t \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/\",\n\t \"name\": \"IBKR Campus US\",\n\t \"description\": \"Financial Education from Interactive Brokers\",\n\t \"publisher\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\"\n\t },\n\t \"potentialAction\": [\n\t {\n\t \"@type\": \"SearchAction\",\n\t \"target\": {\n\t \"@type\": \"EntryPoint\",\n\t \"urlTemplate\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/?s={search_term_string}\"\n\t },\n\t \"query-input\": {\n\t \"@type\": \"PropertyValueSpecification\",\n\t \"valueRequired\": true,\n\t \"valueName\": \"search_term_string\"\n\t }\n\t }\n\t ],\n\t \"inLanguage\": \"en-US\"\n\t },\n\t {\n\t \"@type\": \"Organization\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#organization\",\n\t \"name\": \"Interactive Brokers\",\n\t \"alternateName\": \"IBKR\",\n\t \"url\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/\",\n\t \"logo\": {\n\t \"@type\": \"ImageObject\",\n\t \"inLanguage\": \"en-US\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/logo\\\/image\\\/\",\n\t \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/05\\\/ibkr-campus-logo.jpg\",\n\t \"contentUrl\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/05\\\/ibkr-campus-logo.jpg\",\n\t \"width\": 669,\n\t \"height\": 669,\n\t \"caption\": \"Interactive Brokers\"\n\t },\n\t \"image\": {\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/logo\\\/image\\\/\"\n\t },\n\t \"publishingPrinciples\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/about-ibkr-campus\\\/\",\n\t \"ethicsPolicy\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/cyber-security-notice\\\/\"\n\t },\n\t {\n\t \"@type\": \"Person\",\n\t \"@id\": \"https:\\\/\\\/ibkrcampus.com\\\/campus\\\/#\\\/schema\\\/person\\\/8aec5ebeb263dcb77586039ad857f7ae\",\n\t \"name\": \"Tim Fries\",\n\t \"description\": \"Tim Fries is a managing director at Lakeview Capital, adviser to the founders and head of U.S. business development. He has a B.Sc. in Mechanical Engineering from the University of Michigan and an MBA from the University of Chicago Booth School of Business. Tim is also the co-founder of Protective Technologies Capital (protechcap.com) and Lakeview Capital, as well as the co-founder of the financial education site The Tokenist. Prior to founding Protective Technologies, Tim was a member of Baird Capital's global Industrial Solutions private equity team. He writes on topics related to wealth management, private capital market investing and trends in the convergence of finance and technology (i.e. FinTech).\",\n\t \"url\": \"https:\\\/\\\/www.interactivebrokers.com\\\/campus\\\/author\\\/tim-fries\\\/\"\n\t }\n\t ]\n\t}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Stocks Benefiting from the AI-Driven Memory Market Frenzy","description":"A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors...","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/234958\/","og_locale":"en_US","og_type":"article","og_title":"Stocks Benefiting from the AI-Driven Memory Market Frenzy | IBKR Campus US","og_description":"A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors cannot ignore.","og_url":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/","og_site_name":"IBKR Campus US","article_published_time":"2025-11-21T16:15:00+00:00","article_modified_time":"2025-11-24T10:01:48+00:00","og_image":[{"width":1000,"height":563,"url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg","type":"image\/jpeg"}],"author":"Tim Fries","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Tim Fries","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/#article","isPartOf":{"@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/"},"author":{"name":"Tim Fries","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/person\/8aec5ebeb263dcb77586039ad857f7ae"},"headline":"Stocks Benefiting from the AI-Driven Memory Market Frenzy","datePublished":"2025-11-21T16:15:00+00:00","dateModified":"2025-11-24T10:01:48+00:00","mainEntityOfPage":{"@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/"},"wordCount":892,"commentCount":0,"publisher":{"@id":"https:\/\/ibkrcampus.com\/campus\/#organization"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/#primaryimage"},"thumbnailUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg","articleSection":["North America","Region","Securities","Stocks","Text Articles","Traders' Insight"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/","url":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/","name":"Stocks Benefiting from the AI-Driven Memory Market Frenzy | IBKR Campus US","isPartOf":{"@id":"https:\/\/ibkrcampus.com\/campus\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/#primaryimage"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/#primaryimage"},"thumbnailUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg","datePublished":"2025-11-21T16:15:00+00:00","dateModified":"2025-11-24T10:01:48+00:00","description":"A perfect storm of under-investment, supply chain reallocation, and Nvidia\u2019s shift to LPDDR has set off a cascading memory supercycle that investors cannot ignore.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibkrcampus.com\/campus\/traders-insight\/securities\/stocks\/3-stocks-benefiting-from-the-ai-driven-memory-market-frenzy\/#primaryimage","url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg","contentUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg","width":1000,"height":563},{"@type":"WebSite","@id":"https:\/\/ibkrcampus.com\/campus\/#website","url":"https:\/\/ibkrcampus.com\/campus\/","name":"IBKR Campus US","description":"Financial Education from Interactive Brokers","publisher":{"@id":"https:\/\/ibkrcampus.com\/campus\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ibkrcampus.com\/campus\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ibkrcampus.com\/campus\/#organization","name":"Interactive Brokers","alternateName":"IBKR","url":"https:\/\/ibkrcampus.com\/campus\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/logo\/image\/","url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/05\/ibkr-campus-logo.jpg","contentUrl":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2024\/05\/ibkr-campus-logo.jpg","width":669,"height":669,"caption":"Interactive Brokers"},"image":{"@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/logo\/image\/"},"publishingPrinciples":"https:\/\/www.interactivebrokers.com\/campus\/about-ibkr-campus\/","ethicsPolicy":"https:\/\/www.interactivebrokers.com\/campus\/cyber-security-notice\/"},{"@type":"Person","@id":"https:\/\/ibkrcampus.com\/campus\/#\/schema\/person\/8aec5ebeb263dcb77586039ad857f7ae","name":"Tim Fries","description":"Tim Fries is a managing director at Lakeview Capital, adviser to the founders and head of U.S. business development. He has a B.Sc. in Mechanical Engineering from the University of Michigan and an MBA from the University of Chicago Booth School of Business. Tim is also the co-founder of Protective Technologies Capital (protechcap.com) and Lakeview Capital, as well as the co-founder of the financial education site The Tokenist. Prior to founding Protective Technologies, Tim was a member of Baird Capital's global Industrial Solutions private equity team. He writes on topics related to wealth management, private capital market investing and trends in the convergence of finance and technology (i.e. FinTech).","url":"https:\/\/www.interactivebrokers.com\/campus\/author\/tim-fries\/"}]}},"jetpack_featured_media_url":"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/06\/tech-ai-featured-img.jpg","_links":{"self":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/posts\/234958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/users\/501"}],"replies":[{"embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/comments?post=234958"}],"version-history":[{"count":0,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/posts\/234958\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/media\/225517"}],"wp:attachment":[{"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/media?parent=234958"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/categories?post=234958"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/tags?post=234958"},{"taxonomy":"contributors-categories","embeddable":true,"href":"https:\/\/ibkrcampus.com\/campus\/wp-json\/wp\/v2\/contributors-categories?post=234958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}