Samsung labor negotiations break down, ADATA chairman says DRAM, NAND may see price surge again
Samsung Electronics' labor negotiations have failed, leading to a potential strike starting tomorrow. The chairman of ADATA, Chen Libai, warned that a prolonged strike could disrupt global DRAM and NAND Flash supply, potentially driving up prices. He noted that major memory manufacturers have already booked most of their capacity through 2026, with clients negotiating contracts for 2027 and beyond. AI
IMPACT Potential price increases for memory components used in AI hardware could impact the cost of AI infrastructure.