Search
Morgan Stanley: SK Hynix's DRAM Inventory Falls to a Two-Week Supply, Practically Achieving Simultaneous Production and Shipment
2025-10-31 /
Read about 0 minute
Author：小编
Analysts at Morgan Stanley have observed that the artificial intelligence (AI) boom is propelling the memory and storage sector to utilize an increasing amount of wafer capacity. This trend has catalyzed a sharp decline in SK Hynix's inventory levels. The broad deployment of AI servers has notably spurred the demand for DRAM and NAND memory chips. Consequently, there has been a rapid depletion of industry-wide inventory and a steady climb in prices. At present, SK Hynix's DRAM inventory has dwindled to a mere two-week supply, placing the company in a scenario where it is essentially producing and shipping products concurrently. Meanwhile, the inventory levels for NAND memory products have also shrunk to a 4-5 week range.
-
C114 Communication Network -
Communication Home
7 X 24 Track global technological trends
