Not Micron, Not Sandisk. This Chip Stock Could Be the Biggest Winner of the AI Memory Boom

Lam Research, which manufactures semiconductor equipment used by memory chip makers, is positioned to be the biggest winner of the AI-driven memory boom. With memory makers planning massive capital expenditure increases (340% combined growth by 2027) and the memory shortage expected to persist until 2029, Lam Research's addressable market is expanding significantly. The company recently beat earnings expectations and projects 52% revenue growth, with analysts projecting potential 50% upside over three years.