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The RAM shortage could get even worse if Samsung labor protests cut production

TL;DR AI

Key summary

2 min read
  1. Samsung workers in South Korea protested for higher pay and better bonuses, and the union warned of an 18-day strike if talks fail.

  2. Reports said output at Samsung’s foundry and memory-chip operations fell during the protest, raising concerns about further supply disruptions.

  3. Because Samsung is a major DRAM and NAND supplier, any slowdown could tighten memory supply even more and push prices higher.

  4. The risk comes as AI datacenter demand is already fueling a severe RAM shortage.

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