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#SamsungHynix10DaySupply Samsung Electronics and SK Hynix reportedly hold less than ten days of memory-chip inventory, according to KB Securities. The brokerage expects DRAM and NAND demand to exceed available supply by more than ten percentage points next year. Expanding HBM4 production may tighten the market further because high-bandwidth memory requires significantly more wafer capacity than conventional DRAM. AI infrastructure is driving demand for GPUs, high-speed memory, server DRAM and enterprise storage simultaneously. Tight inventories could improve pricing power and margins for Samsung and SK Hynix, helping explain their recent share-price gains. However, the memory industry is highly cyclical: shortages encourage manufacturers to expand capacity, which can eventually produce oversupply. Investors should watch contract prices, capital expenditure, hyperscaler orders and customer inventory levels. The shortage outlook is currently supportive, but the durability of the opportunity depends on whether projected AI spending becomes real and sustained demand.