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中文(ZH) 三星劳资谈判破裂，威刚董事长称DRAM、NAND恐再掀涨价潮

Samsung strike looms, threatening DRAM and NAND price hikes

By PulseAugur Editorial · [1 sources] ·

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.

RANK_REASON Labor dispute at a major semiconductor manufacturer with potential global supply chain impact. [lever_c_demoted from significant: ic=1 ai=0.4]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Samsung strike looms, threatening DRAM and NAND price hikes

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Labor dispute at a major semiconductor manufacturer with potential global supply chain impact. [lever_c_demoted from significant: ic=1 ai=0.4]
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Samsung labor negotiations break down, ADATA chairman says DRAM, NAND may see price surge again

    三星电子的劳资谈判再度宣告破裂，明天起将举行大罢工。威刚董事长陈立白表示，倘若罢工时长拉长，或将进一步冲击全球DRAM与NAND Flash供货，推动行业价格上行。陈立白称，当前三大存储原厂2026年绝大部分产能早已提前订满售出，不少客户已经开始洽谈2027年及更长期的供货合约。（财联社）

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