Samsung and SK Hynix Memory Inventories Reportedly Drop Below Ten Days

Memory inventories at Samsung Electronics and SK Hynix have reportedly fallen below ten days of supply, according to DigiTimes' account of a Sept. 7 KB Securities report. The source attributes the tighter inventory position to simultaneous demand for HBM, server DRAM, and enterprise SSDs. The report describes a market where AI infrastructure spending is drawing on several memory categories at once. Tight inventories can make supply chains more sensitive to changes in demand, manufacturing execution, and product mix. The supplied material does not disclose the inventory measurement methodology, individual product inventories, contract-pricing data, or the duration of the reported condition. It is a securities-research signal of tight memory availability rather than a complete assessment of global supply.