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      Samsung and SK Hynix Face Severe Memory Chip Supply Shortage, Warns KB Securities

      KB Securities has issued a warning regarding the inventory levels of memory semiconductors at Samsung Electronics and SK Hynix, indicating that they have fallen to less than 10 days of supply. The brokerage firm highlighted that the supply of memory chips is expected to be significantly insufficient in the coming year due to an unprecedented expansion in investment for artificial intelligence infrastructure.

      The transition to High Bandwidth Memory 4 (HBM4) is a major contributing factor to the anticipated shortage, as it requires approximately three times the number of wafers compared to traditional DRAM. This shift, combined with limited wafer capacity, is expected to reduce the available capacity for traditional DRAM. KB Securities predicts that demand for DRAM and NAND will exceed supply by over 10 percentage points next year.

      Research director Kim Dong-won noted that the increasing consumption of HBM, server DDR5, and enterprise-grade solid-state drives by artificial intelligence servers could lead to a historic shortage in the memory chip market. Global hyperscale data center operators are projected to increase their investments in AI infrastructure to $1.3 trillion next year, a 60% rise from the previous year, with memory semiconductors expected to represent 57% of this investment, up from 14% last year.

      © 2026 KLEA News. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

      Source: KLEA News

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