SK Hynix and Micron Top $1 Trillion Valuations on AI Memory Demand
INTC•INTC•INTC•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.
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.
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.
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.
