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Samsung labor protests may worsen RAM shortage
The Verge·
The ongoing RAM shortage, exacerbated by high demand from AI data centers, could intensify due to labor protests at Samsung in South Korea. Employees are demanding higher wages and improved bonus structures, with a potential 18-day strike planned for May 21st if negotiations fail. This dispute threatens to further disrupt production of memory chips, impacting prices for consumer electronics like smartphones and gaming consoles. Previous reports indicated significant drops in Samsung's foundry and memory chip output, suggesting a strike could have a substantial effect on global supply chains.
Tags
chips
macro
ai
Original Source
The Verge — theverge.com