Micron and SK Hynix surpass $1 trillion valuation milestone on surging AI memory demand - SiliconANGLE

Micron Technology Inc. and SK Hynix Inc. both surpassed the $1 trillion market capitalization milestone today, driven by surging demand for memory chips from artificial intelligence firms. The strong ... Read original →

The AI-driven memory surge isn’t just boosting HBM and DRAM orders—it’s forcing a fundamental shift toward memory-centric computing architectures. This accelerates reliance on EUV at sub-3nm nodes, strengthening foundry leverage in Taiwan, China and Korea. Geopolitical friction intensifies: while U.S. CHIPS Act subsidies ease capex burdens, export controls risk disrupting advanced packaging material flows, inflating compliance costs. Samsung will likely fast-track HBM4 to preserve its tech lead against Micron and SK Hynix’s pricing power, while Intel and AMD may pivot to chiplet-based custom solutions to bypass generic memory constraints. Over the next 18 months, HBM capacity will become a strategic chokepoint—second-tier players lacking anchor AI customers face exclusion from the high-end market, driving unprecedented consolidation.