📊Executive Summary

The article discusses the ongoing demand surge for DRAM and High Bandwidth Memory (HBM) driven by the AI semiconductor supercycle. Samsung and SK Hynix are experiencing significant growth, with expectations for their Q4 earnings to reach around 14 trillion KRW each. However, the article highlights a potential supply shortage as demand for HBM exceeds supply, leading to concerns about the availability of DRAM as well. This situation necessitates close monitoring of procurement strategies, particularly for memory components, as the market dynamics shift rapidly due to AI-related demands....