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[Agency: Samsung Electronics and SK Hynix's memory inventory has been less than 10 days] "Science and Technology Innovation Board Daily" reported on the 7th that Korean securities company KB Securities analyzed that the memory inventory of Samsung Electronics and SK Hynix has been less than 10 days this quarter, which means that the two major memory semiconductor leaders are difficult to squeeze out more supply for sudden demand. The agency predicts that the scale of AI infrastructure investment by global hyperscale data center companies will reach US$1.3 trillion in 2027, a year-on-year increase of 60%. The proportion of storage semiconductors will rise from 14% in 2025 to 57% in 2027, quadrupling in two years.
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