SK Hynix DDR5 Memory Stock Plummets to Only 2 Weeks Supply!

SK Hynix Reports Significant Drop in DRAM (DDR5) Inventory

Recent industry analysis highlights a dramatic increase in demand for High Bandwidth Memory (HBM) products, leading to a significant reduction in wafer capacity for other memory types, particularly DRAM and NAND. As a result, the supply of these components is tightening, with global average delivery times for DDR5 now stretched between 26 and 39 weeks.

Morgan Stanley: “Memory supply tighter, price upcycle to last through 2026.” According to analysts Shawn Kim and Duan Liu, We Hynix’s “sold-out” status indicates that supply will continue to diminish, fueling a rising price trend… pic.twitter.com/eqIwafN6Ya

— Jukan (@Jukanlosreve) October 30, 2025

In a recent report, Morgan Stanley underscored the influence of the proliferation of AI servers on the demand for commodity memory such as DRAM and NAND. This growing interest is rapidly depleting industry inventories and reinforcing the ongoing price ascent.

Currently, NAND inventory levels are reported to be around 4 to 5 weeks of supply, reflecting a similar trend.

In the competitive landscape, Micron holds a distant second with a 21% market share, while Samsung follows closely with a 15% share of the market.

Morgan Stanley provided additional insights:

“The recent unexpected spike in commodity DRAM and NAND demand has laid the groundwork for a severe supply shortage in 2026, and the stronger market conditions could last through 2026.”

The implications of this shift in the memory market are particularly pronounced for the smartphone segment. The soaring demand for HBM is increasingly consuming a larger portion of the overall DRAM production capacity, adversely impacting the availability of LPDDR5X. This iteration of DRAM is designed for high-performance and low-power consumption, commonly used in smartphones, tablets, and ultra-slim laptops, which in turn is leading to increased prices for LPDDR5X.

Echoing this sentiment, Xiaomi’s President Lu Weibing articulated on Weibo that Xiaomi cannot alter the trajectory of global supply chains. He cautioned that the surge in storage costs has exceeded expectations and is set to continue climbing.

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