On March 18, U.S. memory chip company Micron Technology’s stock price hit an all-time high, becoming a standout performer in U.S. technology stocks. The strong demand for AI computing hardware is the core driving force. With the rapid development of the global artificial intelligence industry, the demand for memory chips in data centers has continued to rise, boosting Micron’s performance and stock price.

Meanwhile, Google recently sent a team to the Chinese mainland to inspect liquid cooling equipment. This detail sends an important signal: against the backdrop of the AI computing boom, the technical capabilities of some domestic hardware supporting manufacturers have begun to be concerned about and verified by top international companies. Liquid cooling technology, as the key to improving the efficiency of computing devices, the breakthroughs of domestic manufacturers in this field have brought development opportunities for related industrial chains.

The all-time high of Micron’s stock price has created a significant emotional spillover effect on the A-share semiconductor memory sector. Related A-share memory chip stocks generally rose, and the market’s expectation for the AI computing hardware industrial chain has further increased. Analysis believes that the rapid development of the AI industry will continue to boost the demand for related hardware such as memory chips and liquid cooling equipment, and related industrial chain enterprises are expected to benefit from the industry’s growth.

Technology stocks showed overall divergence, with some growth stocks such as NVIDIA falling slightly, while companies focusing on AI computing hardware like Micron performed strongly. This phenomenon reflects the trend of market capitalization concentrating on the AI core hardware field. With the continuous expansion of AI application scenarios and the acceleration of global computing infrastructure construction, related hardware demand is expected to continue to grow, bringing new growth impetus to the technology sector.