深潮TechFlow
深潮TechFlow|Aug 18, 2026 00:21
**[Jim Cramer: AI-Driven Memory Stock Supercycle, Four Major Memory Stocks Still Have Room to Rise]** According to Deep Tide TechFlow on August 18, CNBC reported that renowned investor Jim Cramer stated that the AI boom has fundamentally altered the cyclical nature of the memory industry. Despite Sandisk surging 653% this year, Seagate rising 261%, Micron climbing 254%, and Western Digital increasing 211%, it is still not too late to enter the market. Cramer highlighted three core reasons why this cycle differs from historical patterns: 1. **Severe memory supply shortage**: Elon Musk has publicly stated that memory has become the biggest bottleneck for data center expansion. 2. **Manufacturers are no longer blindly expanding production**: Instead, they are securing profit margins through long-term customer agreements. 3. **Companies are using profits for stock buybacks rather than capacity expansion**: Sandisk still has $15.5 billion in buyback capacity, Seagate is advancing a $5 billion buyback plan, and Western Digital has added $4 billion in buyback authorization this year. Cramer is particularly optimistic about Micron, believing it still has the potential to double in value, given the sustained demand for AI data centers. He has already initiated a position through his charitable trust fund.
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