Jefferies: Samsung's strike could impact approximately 3% of global memory chip production

Odaily Planet Daily News According to estimates by Jefferies, the ongoing strike at Samsung could affect approximately 3% of global memory chip production. Memory chip supply is already facing historically tight conditions. Any reduction in Samsung's output will increase demand for Micron's hardware, a demand already surging due to the AI infrastructure buildout boom. Samsung's difficulties could also benefit SanDisk, a competitor in the NAND flash memory chip market. Micron's stock surged on Wednesday, with its market capitalization surpassing $900 billion for the first time. (Jin Shi)