Samsung and SK hynix memory inventories drop below 10 days
Memory chip inventories at Samsung Electronics and SK hynix have fallen to under 10 days, and KB Securities warns next year could bring the tightest supply conditions in history. The forecast cites rising AI-infrastructure spending, with memory share jumping sharply, plus HBM4 expansion that consumes far more wafer capacity, limiting conventional DRAM output.
Coverage (4)
- Samsung and SK Hynix Test South Korea’s Corporate Reform With $97 Billion Payouts (mezha.net)
- Samsung, SK Hynix Lead Kospi Higher as Wall Street Faces Tough Opening After Labor Day (beincrypto.com)
- Samsung and SK hynix Inventories Fall Below 10 Days (businesskorea.co.kr)
- Samsung, SK hynix Memory Stockpiles Fall Below 10 Days (en.sedaily.com)