SK Hynix hits $1 trillion valuation as AI memory chip demand surges
SK Hynix joined the $1 trillion valuation club this week, buoyed by surging demand for AI memory chips. Micron also crossed the same threshold, signaling explosive investor appetite for DRAM and NAND capacity feeding LLM training and inference workloads.
Memory specialization has become the dominant play in foundational AI capex. For enterprise teams planning GPU procurement, chip-maker equity momentum reflects the real supply-side pressure on memory availability and pricing that will shape 2026 infrastructure budgets.