Publikovat

#SamsungHynix10DaySupply The “under 10 days of inventory” figure makes the AI memory boom feel surprisingly fragile 🧠 KB Securities expects next year’s DRAM and NAND demand to exceed supply by more than 10%. At the same time, HBM4 production is using capacity that might otherwise support conventional DRAM, so stronger AI demand could tighten other parts of the memory market too. Jensen Huang’s update gives that demand some scale: OpenAI’s GPT-6 Astra reportedly trained on more than 100,000 Nvidia GPUs, with another 400,000 set to come online. What I’m thinking about now is the downstream effect. When inventory buffers become this thin, even a small delay in production, packaging or logistics can affect pricing and delivery schedules far beyond AI servers ⚙️ Samsung and SK Hynix rose sharply on the news, but the bigger story may be operational: can supply expand without creating another bottleneck somewhere else in the chain?