KB Securities of South Korea released a research report on September 7, stating that driven by the wave of AI infrastructure investment, Samsung Electronics and SK Hynix's current memory chip inventory has dropped to less than 10 days. It is expected that the bit demand for DRAM and NAND will exceed supply by more than 10 percentage points next year, potentially leading to a depletion of available memory chips for actual sales, forming a "historic shortage." Kim Dong-won, head of research at the institution, pointed out that HBM4 capacity expansion will structurally squeeze general-purpose DRAM supply, exacerbating the shortage.