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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 growth to exceed supply by more than ten percentage points next year. Expanding HBM4 production may intensify the shortage because high-bandwidth memory consumes considerably more wafer capacity than conventional DRAM. AI infrastructure is the central demand driver. Training and operating increasingly powerful models requires GPUs alongside large quantities of high-speed memory, server DRAM and enterprise storage. Tight inventories could strengthen pricing and margins for Samsung and SK Hynix, explaining their recent share-price gains. However, semiconductor shortages can encourage aggressive capacity investment that eventually creates oversupply. Investors should monitor contract prices, capital expenditure, customer inventories and whether projected AI spending becomes real orders. The shortage is bullish for producers today, but memory remains a famously cyclical industry.