Driven by surging AI demand for High Bandwidth Memory (HBM), SK Hynix's market cap has officially surpassed $1 trillion, joining TSMC and Tencent as Asia's third trillion-dollar company. This milestone highlights SK Hynix's dominant position in the AI hardware supply chain. It also signals a fundamental shift for the memory industry, transforming it from a cyclical commodity into a critical pillar of AI infrastructure.
隨著 AI 資料中心爆發,高頻寬記憶體(HBM)需求大增。由於全球僅剩三大記憶體廠且晶圓總產能固定,HBM 預計在 2026 年底將搶佔 20% 的晶圓產能。由於生產 1GB 的 HBM 所消耗的晶圓是普通 DDR 的三倍以上,這將嚴重擠壓手機與電腦記憶體(LPDDR/DDR)的產量,導致消費性電子產品(尤其是百元美金以下的平價手機)價格上漲。