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The scarcity of memory semiconductors is becoming increasingly acute. South Korean brokerage firm KB Securities recently raised an alarm, stating that the stockpiles of memory semiconductors at Samsung Electronics and SK Hynix have dwindled to a level that can sustain less than 10 days of supply. A substantial gap between supply and demand is anticipated for the coming year. In its Monday report, KB Securities highlighted that the swift surge in investments in artificial intelligence infrastructure has triggered a critical shortage in the memory chip market. Furthermore, the shift towards the next-generation high-bandwidth memory, HBM4, has intensified the existing supply strain (Here, 'nervous' is contextually rendered as 'strain' to better convey the tension in supply).
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