The Memory Shortage Is Minting Winners. 3 Stocks Not Named Micron That Could Cash In.

A severe memory chip shortage driven by AI buildout is creating windfall profits for storage companies. SanDisk, Western Digital, and Seagate are all cashing in through soaring prices and locked-in multiyear contracts. SanDisk offers the most direct exposure to the shortage with 97% sequential revenue growth, while Western Digital and Seagate benefit indirectly as customers turn to hard drives when SSDs become prohibitively expensive.