全球存储芯片制造商SK海力士（SK Hynix）和Micron Technology市值今日双双突破1万亿美元大关，成为AI基础设施投资狂潮的最新里程碑。

这一突破反映了全球科技巨头对高性能内存芯片的极度渴求。随着ChatGPT、Claude等大型语言模型的训练和推理需求持续飙升，用于AI加速器的HBM（高带宽内存）芯片供应持续紧张。SK海力士作为HBM市场的领先供应商，直接从这一趋势中受益。

分析师指出，这标志着半导体行业格局的深刻转变——传统上被视为周期性商品的存储芯片，如今正成为AI时代的核心战略资源。台积电、英伟达等AI芯片链企业的市值早已突破万亿门槛，如今存储芯片制造商也加入了这一行列。

市场预计，随着更多AI模型的部署和企业级AI应用的普及，HBM需求将在未来数年保持强劲增长。

Memory Chip Frenzy Sends SK Hynix and Micron Into $1 Trillion Club

Global memory chip makers SK Hynix and Micron Technology both crossed the $1 trillion market capitalization threshold, marking the latest milestone in the AI infrastructure investment boom.

The breakthrough reflects tech giants’ insatiable demand for high-performance memory chips. As training and inference needs for large language models like ChatGPT and Claude continue to surge, supply of HBM (High Bandwidth Memory) chips for AI accelerators remains tight. SK Hynix, a leading HBM supplier, has been a direct beneficiary.

Analysts note this signals a fundamental shift in the semiconductor landscape — memory chips, traditionally viewed as cyclical commodities, are now core strategic assets in the AI era.