📰 Serenity: Samsung and SK Hynix memory inventories have fallen to less than 10 days of supply, and the storage market in 2027 may face the tightest supply-demand balance in history
BlockBeats news, Sept. 7, Serenity posted that the memory inventories of Samsung and SK Hynix have fallen to less than 10 days of supply, and a severe shortage may occur next year. KB Securities expects that the storage market in 2027 may face "the tightest supply conditions in history."
In response, Serenity noted that KB Securities expects the proportion of memory costs in AI infrastructure spending to rise from about 40% this year to 57% next year, while TrendForce's forecast even reaches 68%. Meanwhile, related storage stocks have all fallen about 38% from their highs over the past three months, and based on next year's expected earnings, the price-to-earnings ratio has dropped to about 3x.
In NAND, market commentary around Phison also points to extremely tight supply in 2027. Serenity mentioned that the surge in NAND prices has already forced some Chinese consumer storage module manufacturers to clear inventories, which also gives Phison an opportunity to purchase inventory at low prices, showing that localized price pullbacks and overall supply shortages can coexist...
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· This is an industry-level development; watch whether it spreads to mainstream coin sentiment.
· The above is a paraphrase of public information and does not constitute investment advice
#币圈热点 #行业动态 $BNB
BlockBeats news, Sept. 7, Serenity posted that the memory inventories of Samsung and SK Hynix have fallen to less than 10 days of supply, and a severe shortage may occur next year. KB Securities expects that the storage market in 2027 may face "the tightest supply conditions in history."
In response, Serenity noted that KB Securities expects the proportion of memory costs in AI infrastructure spending to rise from about 40% this year to 57% next year, while TrendForce's forecast even reaches 68%. Meanwhile, related storage stocks have all fallen about 38% from their highs over the past three months, and based on next year's expected earnings, the price-to-earnings ratio has dropped to about 3x.
In NAND, market commentary around Phison also points to extremely tight supply in 2027. Serenity mentioned that the surge in NAND prices has already forced some Chinese consumer storage module manufacturers to clear inventories, which also gives Phison an opportunity to purchase inventory at low prices, showing that localized price pullbacks and overall supply shortages can coexist...
◆ View
· This is an industry-level development; watch whether it spreads to mainstream coin sentiment.
· The above is a paraphrase of public information and does not constitute investment advice
#币圈热点 #行业动态 $BNB
