The extraordinary rally in semiconductor stocks has minted two new trillion-dollar companies in successive days, as Micron and SK Hynix reap the benefits of AI’s insatiable appetite for memory and storage technology.
South Korea’s SK Hynix on Wednesday joined its local rival Samsung in the elite group of companies valued at more than $1tn, just hours after US-based Micron jumped 19 per cent on Tuesday to cross the market capitalisation threshold.
The rapid surge in the top memory suppliers’ shares over the past year has allowed them to far outpace Nvidia’s stock price gains, showing how traders are seeking out new winners providing the picks and the shovels of the AI boom.
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