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#SamsungHynix10DaySupply Less than ten days of memory-chip inventory is the number that really caught my attention here 👀 KB Securities says Samsung Electronics and SK Hynix are operating with unusually tight inventories, while DRAM and NAND demand could exceed supply by more than 10% next year. HBM4 expansion may make the shortage more complicated by pulling capacity away from conventional DRAM. The demand side is just as striking. Nvidia CEO Jensen Huang said OpenAI’s GPT-6 Astra was trained on more than 100,000 Nvidia GPUs, with another 400,000 expected to come online 🧠 Samsung rose 5.68% and SK Hynix 8.26% on September 7, with gains continuing the next morning. To me, this isn’t simply an AI-demand story anymore. It’s becoming a capacity-allocation question: how much memory can manufacturers dedicate to HBM without tightening supply elsewhere? The shortage looks real—but expanding the right capacity at the right time may be the harder part.