US Stock Market Move | Micron Technology, Inc. (MU.US) and SanDisk (SNDK.US) both rose over 5%, reaching new all-time highs in stock prices.

On Monday, Micron Technology, Inc. (MU.US) and SanDisk (SNDK.US) both rose more than 5%, with their stock prices reaching new highs. Goldman Sachs Group, Inc. stated in its latest research report that the shortage of supply and demand for semiconductor components and materials is expected to significantly worsen in the first four months of 2026 due to the boost in demand for artificial intelligence (AI) servers. The report mentioned that the strong demand for AI servers, limited industry capacity expansion, and the prioritization of HBM (high-bandwidth memory) on production lines have collectively suppressed the supply of traditional DRAM and NAND. At the same time, industry inventory levels are at extremely low levels, further exacerbating the issue of insufficient supply elasticity. Based on this, Goldman Sachs Group, Inc. has significantly raised its price expectations for DRAM and NAND, with the price of DRAM in 2026 increasing from around 150% in January to 250%-280%, and NAND increasing from around 100% to 200%-250%.