KB Securities cảnh báo rằng tồn kho bộ nhớ của Samsung và SK Hynix dưới 10 ngày

The Huoxing Finance report states that South Korean brokerage KB Securities has warned that inventory levels of storage semiconductors from Samsung Electronics and SK Hynix have fallen to less than 10 days of supply, with significantly insufficient availability expected next year. The agency reported on Monday that investment in AI infrastructure is expanding at an unprecedented pace, leading to severe supply shortages in the memory chip market. A key factor is the transition to HBM4, which requires approximately three times the wafers of traditional DRAM; limited wafer capacity will reduce the available production capacity for traditional DRAM. KB Securities expects demand for DRAM and NAND next year to exceed supply by more than 10 percentage points. Research Director Kim Dong-won stated that AI servers will consume HBM, server DDR5, and enterprise SSDs, potentially causing a historic shortage. Global hyperscale data center operators have raised their expected AI infrastructure investment for next year to $1.3 trillion, a 60% increase from last year. The agency forecasts that storage semiconductors will account for 57% of total AI infrastructure investment next year, up from 14% last year; TrendForce estimates this ratio could reach as high as 68%. Samsung Electronics shares have fallen nearly 28% from their peak, while SK Hynitz has dropped nearly 40%.