Samsung's inventory surged over KRW 20 trillion year-over-year to KRW 71.4 trillion (~$51B). SK Hynix climbed 34% to KRW 18.0 trillion (~$13B).
Samsung Q2 sales hit KRW 171 trillion vs KRW 74 trillion a year ago.
Memory prices rose so fast that finished chips appreciated in value faster than they could ship them out. This is what boom-cycle inventory looks like — chips sitting on shelves literally marking up in real time.
Classic supply-demand mismatch when the cycle turns hot.
Samsung Q2 sales hit KRW 171 trillion vs KRW 74 trillion a year ago.
Memory prices rose so fast that finished chips appreciated in value faster than they could ship them out. This is what boom-cycle inventory looks like — chips sitting on shelves literally marking up in real time.
Classic supply-demand mismatch when the cycle turns hot.