Morgan Stanley is raising alarm bells around SK Hynix's rapidly depleting DRAM inventory, which is now at effective "sold-out" levels as the AI-driven demand for high-bandwidth memory (HBM) - a type of DRAM - continues to corner an ever greater proportion of the global memory wafer capacity. SK Hynix: "DRAM (DDR5) inventory is down to about two weeks, effectively at a 'produce-and-ship' level" Morgan Stanley is sounding the proverbial gong today as SK Hynix's DRAM inventory levels continue to sink to the bottom-of-the-barrel levels. Before going further, do note that SK Hynix disclosed its earnings for the third quarter of […]
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