Samsung and SK Hynix Chip Inventory Drops Below 10 Days, Signaling Supply Crunch

Inventory Below 10-Day Threshold

In a recent report from KB Securities, research head Kim Dong-won revealed that Samsung Electronics and SK Hynix's memory chip inventory has dropped to less than 10 days of supply as of the third quarter. "This goes beyond simple demand recovery — the available supply could become absolutely insufficient. It's very possible that sellable memory products may be exhausted next year," Kim noted.

Investor Optimism

Serenity, a user on X, commented that it's rare to see investors cheering for "shortages" and "price hikes" in any other industry. He added that amid strong demand-driven shortages and rising infrastructure spending, the outlook for the KOSPI index and related stocks like Micron and SanDisk looks quite optimistic through 2027.