AI infrastructure boom tightens memory-chip supply

Samsung and SK Hynix memory inventories reportedly fell below ten days as hyperscaler AI infrastructure spending reaches roughly $1.3 trillion and HBM4 production reduces general-purpose DRAM capacity. The squeeze could lift chip prices, constrain hardware availability, alter semiconductor margins, and increase the cost of AI expansion. It adds a concrete supply-chain dimension to broader concerns about AI infrastructure sustainability and returns.