The chip sector is heating up. Micron and half a dozen other semiconductor plays just posted solid gains, riding the wave of explosive AI data growth that's fundamentally reshaping memory market dynamics. What's driving this? Data centers can't get enough storage capacity to handle the computational demands of AI training and inference. That's translating into real demand signals for memory chips and storage solutions. The memory market, long considered mature and commoditized, is suddenly breaking through capacity constraints. For traders watching hardware-adjacent plays, this isn't just about chip cycle recovery—it's about a structural shift. The shortage isn't temporary hype; it's a direct consequence of the AI infrastructure buildout happening across the industry. When you've got models consuming terabytes of data and requiring massive parallel processing, memory becomes the bottleneck. Companies positioned to supply that infrastructure are seeing the upside.