Samsung and SK Hynix's combined market value surpasses Alibaba and Tencent, highlighting the investment evolution driven by the AI boom.

Samsung Electronics and SK Hynix reached a combined market value of $1.14 trillion on Tuesday, surpassing the sum of Alibaba and Tencent Holdings' market value of $1.07 trillion. This indicates that the investment frenzy in the AI field is shifting towards infrastructure. Both Samsung and Hynix's stock prices have risen by over 39% in 2026. Meanwhile, Alibaba and Tencent, long seen as symbols of the rise of Asian technology, lack new growth drivers as they focus on the competitive e-commerce industry and are still in the early stages of AI deployment.