📊Executive Summary

The article discusses a significant surge in memory semiconductor stocks, particularly those of SanDisk and Micron, driven by a 'FOMO' (fear of missing out) sentiment among investors. This surge follows remarks by NVIDIA CEO Jensen Huang at CES2026, highlighting the untapped potential of storage as a critical component for AI computing. The article emphasizes the growing importance of memory in the semiconductor market, suggesting a sustained favorable environment for memory stocks as demand for AI-related storage increases. Procurement teams should monitor this trend as it may influence sourcing strategies and component availability....