TREE NEWS reports: KB Securities warns that surging AI infrastructure investment is causing severe memory chip shortages, with Samsung Electronics and SK Hynix holding less than 10 days of inventory. The brokerage projects that actual sellable supply next year could be significantly insufficient.
KB Securities: AI-driven demand to tighten memory chip supply
AI take
The sub-10-day inventory buffer at top memory makers signals a structural shift from cyclical oversupply to AI-driven scarcity. This tightness, if sustained, could reshape pricing power dynamics across the semiconductor supply chain, benefiting manufacturers while pressuring downstream buyers. The key is whether AI capex growth outpaces capacity expansion next year, as that will determine if the projected shortfall materializes or fades.
Generated by AI for reference only.
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