[NEWSLETTER]score: 0.55
SK Hynix and Micron Cross $1T Market Cap on AI Memory Demand
May 27, 2026
SK Hynix surged 250% YTD and Micron jumped 19% after a UBS price target implying 90% upside, with both crossing $1T market cap as AI workloads drive sustained HBM memory demand.
HOW THIS AFFECTS YOU
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investorMemory is pricing as a structural AI bottleneck, not a cyclical commodity — SK Hynix and Micron's valuations reflect a bet that HBM demand stays elevated for years.