Micron Technology and the broader memory sector may be entering a period of robust growth. According to Wedbush, artificial intelligence demand is now strong enough to potentially drive memory price increases exceeding 100%.

The firm indicated that DRAM prices could climb approximately 130% to 150% in the first half of 2026 compared to levels in the fourth quarter of 2025, with NAND price increases following closely behind. The market dynamics are quite clear: supply remains persistently tight, while demand from AI infrastructure continues to accelerate. Wedbush stated that the magnitude of these increases demonstrates the rapid pace of improvement in the market environment, particularly when viewed in conjunction with Micron Technology's recent strong financial results and outlook.

This strong performance is spreading throughout the supply chain. Western Digital and Seagate Technology are also expected to benefit, with hard drive suppliers anticipated to pursue more aggressive pricing strategies in future contracts. Meanwhile, NVIDIA is well-positioned on the supply side. Its CEO recently highlighted that the scale of demand related to its Blackwell and Rubin systems is approximately $1 trillion, further confirming the intense pace of AI infrastructure development.