SK Hynix and Micron Top $1 Trillion Valuations on AI Memory Demand
INTC•SK Hynix and Micron each surpassed $1 trillion market valuations following year-to-date rallies of roughly 860% for Micron and 4000% for SanDisk post–WD split as AI data-center demand outstripped memory supply. Analysts now recommend adding CPU names such as Intel to capture growth in AI infrastructure.
1. Memory Sector Breaks $1 Trillion Barrier
SK Hynix and Micron each reached market capitalizations above $1 trillion after dramatic rallies, with Micron up about 860% year-to-date and SanDisk shares climbing roughly 4000% since spinning off from Western Digital.
2. AI Workloads Fuel Supply Shortages
Demand for DRAM, NAND and high-bandwidth memory has surged as AI data centers expand globally, creating persistent supply bottlenecks that keep memory prices elevated.
3. Intel’s Role in CPU Market
In addition to GPU leaders, analysts are pointing to Intel as a core CPU supplier for AI infrastructure, positioning the company to benefit from continued data-center build-outs.
