Samsung and SK Hynix memory chip inventories fall below 10 days' supply

ME News reports that on September 7 (UTC+8), “White-Haired Stock God” Serenity cited a recent report from KB Securities on X. In the report, Kim Dong-won, Head of Research at KB Securities, stated: “As of the third quarter, inventory levels of Samsung Electronics and SK Hynix memory chips have fallen below 10 days—this goes beyond mere demand recovery; available supply is likely to become critically insufficient. Therefore, the possibility of exhausted storage product availability next year may become reality.” Serenity added, “In which other industry could you see all investors cheering over ‘shortages’ and ‘price hikes’?” In short: amid robust demand driving scarcity and rising infrastructure spending, the outlook for the KOSPI Composite Index and related stocks such as Micron and SanDisk could be highly optimistic through 2027. (Source: ODAILY)