HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days

DIGITIMESSeptember 7, 2026en

Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise SSDs, according to a Sept. 7 report from KB Securities.

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