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South Korea's semiconductor inventories dwindled by the most since 2014, highlighting the increasing demand surpassing supply due to the surge in purchases of devices for AI technology development. Chip stockpiles decreased by 33.7% in April compared to the previous year, marking the largest drop since late 2014. This decline in inventories coincided with a rise in South Korea's semiconductor exports.
The competition between Samsung and SK Hynix to become the primary supplier to Nvidia intensifies as the demand for memory chips rises in alignment with AI advancements. The trend indicates a significant shift in the semiconductor market dynamics, with companies striving to meet the escalating demand for chips in the AI sector. The article sheds light on the critical role of South Korea in the global semiconductor industry and the challenges posed by the current supply-demand imbalance.
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