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Micron overtakes Meta to break into the top 10 U.S. companies by market cap! The biggest dark horse of the AI era can no longer stay hidden.
If chips were the brightest star of AI in the past few years, then the most overlooked winner today might just be memory chips. Micron's market cap has been climbing steadily, successfully entering the top 10 in the U.S., sparking heated market discussions. Many netizens joke: "AI thinks, Micron remembers."
Why is the market so bullish? The reason is simple. AI models are getting larger and larger, requiring massive high-bandwidth memory for both training and inference. No matter how powerful the GPU is, it can't fully perform without high-speed memory support. As a result, demand for HBM, high-performance DRAM, and enterprise SSDs continues to grow, and Micron stands right at the center of this wave.
What does the capital market love most? Not stories, but stories that can keep making money. The ever-growing demand for AI has ushered in a new golden cycle for the memory industry, making Micron a natural target for capital.
Some say Micron is a company that "quietly makes a fortune." While others scramble for headlines, it silently refreshes its market cap record. In the AI era, it's not just the "brain builders" who profit, but also those responsible for "memory." #美光市值超越Meta跻身全美前十