Broadcom & Western Digital — Sandisk

Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.

Western Digital — Sandisk: Western Digital — Sandisk's stock has surged dramatically due to its leadership in solid-state drives (SSDs) and its critical role in the booming AI infrastructure market, leading to significant revenue and profit growth. The company is experiencing a supercycle in demand for its NAND flash memory chips.

Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.

Western Digital — Sandisk: Western Digital — Sandisk, a storage and memory peer, saw its stock jump following Micron Technology's strong results, benefiting from the overall positive sentiment in the chip market.