KB Securities flags record memory shortage: Samsung and SK hynix stocks under 10 days as HBM4 consumes wafers (HBM)

Financedesk view

GPT-6 Astra reignites the memory trade: Samsung and SK hynix surge after SOX’s Friday jump (tech)

After OpenAI unveiled GPT-6 Astra on Sep 3, investors re-priced AI compute and HBM/server DRAM demand. In Korea on Monday, Samsung Electronics rose roughly 3.9%…

READ THE DAY'S DIGEST →

Supply chaindesk view

KB Securities flags record memory shortage: Samsung and SK hynix stocks under 10 days as HBM4 consumes wafers (HBM)

Korea JoongAng Daily and DIGITIMES reported on Sep 7 that KB Securities said hyperscalers have raised next-year AI infrastructure spending plans to about $1.3 t…

READ THE DAY'S DIGEST →

Supply chaindesk view

Samsung, SK Hynix Memory Inventories Drop Below 10 Days as HBM4 Devours Capacity (Chips)

DIGITIMES and TechRadar, citing a KB Securities report dated around Sep 7–10, say finished memory inventories at Samsung Electronics and SK Hynix have fallen be…

READ THE DAY'S DIGEST →