Micron Technology vs. Sandisk: Which AI Memory Stock Is the Better Investment?

Both Micron Technology and Sandisk have experienced massive revenue growth driven by AI-driven memory demand, with Micron generating $133.2B in FY2026 revenue and Sandisk $20.2B. While both stocks have surged significantly (Micron +334%, Sandisk +827% over 12 months), the author recommends Micron due to its broader product portfolio, larger revenue base, lower valuation multiples, and higher analyst upside potential, despite both companies facing distinct risks including geopolitical pressures and supply chain dependencies.