마이크론, AI 메모리 호황 속 시총 1조달러 최초 돌파

Micron's $1 trillion milestone signals a fundamental shift in the memory industry from a cyclical commodity market to a core pillar of the AI infrastructure. The surging demand for high-performance chips like HBM and the race for AGI are granting memory makers unprecedented pricing power and valuation re-ratings. This transition highlights how critical data-intensive computing has become, positioning memory as a strategic bottleneck in the global AI competition.