Jefferies estimates that the Samsung strike could impact approximately 3% of global memory chip production.

According to estimates by Jefferies, the ongoing Samsung strike could affect approximately 3% of global memory chip production. Memory chip supply is already facing historically tight conditions. Any reduction in Samsung's output would increase demand for Micron's hardware, whose demand has already surged significantly due to the boom in AI infrastructure construction. Samsung's difficulties could also benefit SanDisk, which competes with Samsung in the NAND flash memory chip market. Micron's stock price surged sharply on Wednesday, with its market capitalization surpassing the $900 billion mark for the first time. (Jin Shi)