Samsung's May 21 Strike: Experts Say Increased Delivery Uncertainty Will Weaken Competitiveness
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In South Korea, labor negotiations at Samsung have broken down, leading the union to announce a full-scale strike starting May 21. Memory industry players analyze that this could drive up prices for DRAM and NAND Flash due to psychological effects. A semiconductor industry expert noted that while Samsung can cover short-term demand with inventory, a prolonged strike could impact the High-Bandwidth Memory (HBM) supply chain, affect AI server shipments, and weaken Samsung's foundry competitiveness due to increased delivery uncertainty. The actual impact will depend on the strike's participation rate and whether the South Korean government intervenes.