Samsung’s union strike risks slashing 20% of DRAM output, fueling a memory price surge amid soaring AI-driven chip demand.
Key takeaways
- Samsung Worker Strike Threatens Global Memory Supply Amid AI Demand Surge
- Samsung faces its largest-ever union strike just as AI-driven demand pushes memory chip supply to the limit. The National Samsung Electronics Union—with 30,000 members...
- A full stoppage would slash output of DRAM and NAND chips—the same components now in short supply as hyperscalers and data centers scramble to feed large AI models. Sa...
- Rival firms SK Hynix and Micron may benefit in the near term, but analysts warn the sudden drop in Samsung chips could ripple through the supply chain by mid-July. The...
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