POPA ReconThe $1 Trillion Memory Club
The $1 Trillion Memory Club Every AI chip needs HBM memory — and only 3 companies make it: SK hynix, Micron, Samsung. The AI boom made them giants: all three crossed $1 trillion in 2026. Stock in 2026 — Micron +245%, SK hynix +215%, Samsung +149%. SK hynix's memory margins (72%) now beat Nvidia's own. The chips run on Nvidia — but Nvidia runs on their memory.
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