Stock Breakouts (@stock_breakouts)
Memory giants are now worth trillions
The memory giants are now worth a combined 4.1 trillion dollars.
In 2016, Samsung, SK Hynix, and Micron were worth about 254 billion dollars combined.
Today, Samsung is around 1.5 trillion dollars, SK Hynix around 1.3 trillion dollars, and Micron around 1.3 trillion dollars.
AI did not just reprice model companies. It repriced the memory stack too.