TradingKey – South Korean brokerage KB Securities pointed out in its latest research report that memory semiconductor inventories at Samsung Electronics and SK Hynix (SKHY) have dropped to less than 10 days of supply, and available supply next year will be significantly insufficient.

The firm added that as artificial intelligence infrastructure investment expands at an unprecedented pace, the memory chip market is facing a severe supply shortage. A key factor exacerbating the supply shortage is the transition to next-generation High Bandwidth Memory HBM4.

The firm believes that HBM4 requires about three times as many wafers as traditional DRAM. Due to limited wafer capacity, the full-scale mass production of HBM4 will inevitably reduce…