First-time entrants to the $1tn market-cap club in H1: Walmart hit $1tn on Feb.
3 on e‑commerce growth, customer expansion and digitalisation; Samsung
Electronics reached $1tn on May 6, driven by AI-chip demand; Micron’s market cap
crossed $1tn on May 26 after UBS raised its PT from $535 to $1,625; SK Hynix
surpassed $1tn on May 27, becoming Korea’s second $1tn company after Samsung.
Notable near‑term candidates: MARVELL — Jensen Huang flagged it at Computex and
its stock jumped more than 30% in one day; AMD — one step from $1tn, Street
consensus expects H2 AI‑chip shipments could push it over this year; ASML —
Europe’s most likely $1tn candidate, market cap >$650bn and a core equipment
supplier for the AI cycle.
