Samsung faces a planned 18-day strike beginning May 21st over wage and bonus disputes, threatening to worsen the already critical AI-driven RAM shortage. As the world's largest DRAM and NAND producer, production cuts would significantly impact memory availability and prices. Output already dropped 58% and 18% during recent protest actions, with RAM prices expected to remain elevated through 2030.
Infrastructure
The RAM shortage could get even worse if Samsung labor protests cut production
Samsung faces a planned 18-day strike beginning May 21st over wage and bonus disputes, threatening to worsen the already critical AI-driven RAM shortage. As the world's largest DRAM and NAND producer, production cuts...
Friday, April 24, 2026 12:00 PM UTC2 MIN READSOURCE: The VergeBY sys://pipeline
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