Micron vượt mốc 1.000 USD khi nhu cầu bộ nhớ do AI thúc đẩy giúp SK Hynix và Samsung tăng trưởng

The Huoxing Finance report states that on June 1, over the weekend, U.S. tech stocks—particularly semiconductor and memory (DRAM) sectors related to AI—continued to spark widespread market discussion. SK Hynix and Micron Technology (MU) joined the $1 trillion market cap club on Tuesday and Wednesday of last week, respectively, becoming the "new elites" in the AI memory chip field alongside Samsung Electronics. This milestone stems directly from the surging demand for high-bandwidth memory (HBM), DRAM, and NAND flash memory driven by AI computing power growth—the construction of AI data centers is causing a severe global shortage of memory chips; Micron has confirmed that all its HBM capacity for 2026 is already sold out, significantly strengthening its pricing power. On Trade.xyz, after a modest slow rise, Micron (MU) and SK Hynix broke through the $1,000 mark this morning, posting a 24-hour gain of 3.27%. SK Hynix also exhibited a steady, non-retracing uptrend over the weekend; however, as its price slightly exceeded the actual stock price, SKHYNIX dipped slightly after the opening of the Korean market before recovering, with a 24-hour gain of 0.68%. Investment banks such as Goldman Sachs simultaneously raised profit forecasts for SK Hynix and Samsung, anticipating substantial profit growth from 2026 to 2028 due to AI training, inference, and agent system demand far outstripping supply. The memory sector as a whole is heating up, with products like the Roundhill Memory ETF (DRAM), which holds heavy positions in Micron, SK Hynix, and Samsung, drawing significant investor attention as the "golden ticket" to AI infrastructure. However, the market also cautions about the traditional "boom-bust" cycle risks in the memory industry, with some analysts warning that current gains may have entered overextended territory. In overnight trading, U.S. futures edged higher, dominated by optimism around AI. The Nasdaq 100 futures rose approximately 0.45%, S&P 500 futures gained about 0.23%-0.24%, and the Dow futures rose slightly around 0.1%, indicating that tech stocks are likely to continue their strong performance at Monday’s open. On social media platforms, Micron’s breakout above $1,000 sparked heated discussion, with memory leaders becoming the focal point for capital flows; related Korean stocks also hit new highs simultaneously. Overall, the AI supercycle continues, and semiconductor sectors—particularly AI memory and storage—are still being heavily favored by investors in the short term, but investors should remain mindful of macroeconomic data (such as the upcoming jobs report) and potential pullback risks.