HBM4 Crunch: DRAM Inventory Falls Below 10 Days [2026] - tech-insider.org

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Samsung Electronics and SK Hynix, the two companies that together control roughly 64% of global DRAM revenue, saw their finished memory inventory fall below 10 days of supply on September 7, 2026, according to TechTimes. That threshold, unheard of in prior memory cycles, marks the sharpest sign yet that the race to build HBM4 for Nvidia’s next AI accelerator platform is starving the rest of the memory market. Laptop

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