SK Hynix's market cap surged to $1.35 trillion, surpassing Bitcoin's $1.29 trillion. Now ranked 14th globally.
A storage chip company that nearly went bankrupt has now hit a market valuation exceeding a trillion-dollar digital asset, thanks to HBM high-bandwidth memory—the core component of AI servers.
There's a strange humor in this: AI's computing infrastructure is outpacing 'digital gold' in the capital markets. The profit margins on HBM are way higher than Bitcoin mining, and the demand is way more certain; Nvidia's orders are booked all the way into next year.
But looking at it from another angle: Bitcoin's $1.29 trillion market cap has no CEO, no earnings reports, and no physical factories, yet it ranks 19th among global assets. This is a kind of counterintuitive resilience.
#SK海力士市值超越比特币 #BTC #HBM
A storage chip company that nearly went bankrupt has now hit a market valuation exceeding a trillion-dollar digital asset, thanks to HBM high-bandwidth memory—the core component of AI servers.
There's a strange humor in this: AI's computing infrastructure is outpacing 'digital gold' in the capital markets. The profit margins on HBM are way higher than Bitcoin mining, and the demand is way more certain; Nvidia's orders are booked all the way into next year.
But looking at it from another angle: Bitcoin's $1.29 trillion market cap has no CEO, no earnings reports, and no physical factories, yet it ranks 19th among global assets. This is a kind of counterintuitive resilience.
#SK海力士市值超越比特币 #BTC #HBM