the three companies that dominate the global memory chip market, Samsung, SK Hynix, and Micron, each crossed a trillion-dollar valuation for the first time.
The simultaneous trillion-dollar crossings of all three memory giants signal that the market has recognized memory as the new bottleneck in AI infrastructure. XCENA's founders — veterans of Samsung and SK Hynix — are well-positioned to understand where these incumbents can't or won't move fast enough.