The combined market capitalization of Samsung Electronics and SK Hynix on Tuesday reached $1.14 trillion, surpassing the total market value of Alibaba and Tencent, which stood at $1.07 trillion.

This indicates a shift in investment focus within the AI sector towards infrastructure. Both Samsung and Hynix have seen their stock prices rise by over 39% in 2026. In contrast, Alibaba and Tencent, long regarded as symbols of Asia's tech rise, lack new growth momentum as they concentrate on the highly competitive e-commerce sector, with their AI development still in the early stages.