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SK Hynix Market Cap Hits $1 Trillion, Becoming Asia's Third Trillion-Dollar Company★ 85
INSIDE 硬塞 AI6d agoBusinessDriven 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.
The memory shortage is causing a repricing of consumer electronics★ 75
Simon Willison's Weblog10d agoBusiness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。