Analysts highlight storage and memory stocks as AI winners beyond Nvidia

By Splitfeed EditorialLast updated Oct 14, 2026, 11:20 UTC

On October 14, 2026, two distinct but related arguments emerged about where the real AI hardware gains might be found. Jim Cramer, as covered by Benzinga, stated that US chip stocks are joined at the hip with SK hynix, the South Korean manufacturer that supplies high-bandwidth memory used in AI processors. Separately, Yahoo Finance and The Motley Fool each ran the same piece arguing that an unnamed storage stock, not Nvidia or Broadcom, could be the standout AI semiconductor winner of 2027. No further identifying details about that storage company were available in the published headlines.

The context matters because for much of the AI investment cycle, Nvidia has functioned as the default proxy for AI hardware exposure, with Broadcom more recently entering that conversation around custom chip design. These pieces collectively push against that framing, suggesting that as AI infrastructure spending matures, the supply chain components sitting beneath the flagship names, memory, storage, interconnect, may capture disproportionate value. SK hynix is already well established as a critical supplier of high-bandwidth memory to Nvidia's GPU ecosystem, which is the foundation of Cramer's argument. The storage stock thesis is harder to evaluate without the company being named, but the structure of the argument, that a less-watched supplier becomes a leading beneficiary, reflects a recurring pattern in how technology investment cycles tend to redistribute gains over time.

None of the three camps have published reactions to this story yet. The Pro-AI camp would typically welcome this kind of analysis as evidence that AI-driven hardware demand is broad and durable enough to lift an entire supply chain rather than concentrating in one or two names. The Anti-AI camp would likely question whether the framing reflects genuine fundamental analysis or is another iteration of hype migrating from one stock to the next as earlier picks stall. The Middle Ground camp would probably argue that diversifying AI hardware exposure is sensible but that the specific storage stock claim deserves scrutiny given the lack of disclosure.

The clearest next signal would be earnings reports from SK hynix and major storage manufacturers in the coming months, which would show whether memory and storage revenue tied to AI workloads is actually accelerating at a pace that justifies repositioning away from the more visible semiconductor names.