🔥 MEMORY CHIP SUPPLY GETTING TIGHT
Samsung & SK Hynix inventory is reportedly below 10 days, while AI demand keeps surging.
HBM4 is also consuming much more wafer capacity, squeezing traditional DRAM supply.
With massive GPU deployments ahead, the shortage story is gaining momentum.
My view: near-term supply pressure looks real, and memory stocks could rally further ahead of CPI.
$SNDK $OKB
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