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

According to Jefferies, the ongoing Samsung strike could affect around 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, which has already seen a significant rise due to the boom in AI infrastructure construction. Samsung's difficulties could also benefit SanDisk, a competitor in the NAND flash memory chip market. Micron's stock surged sharply on Wednesday, with its market capitalization surpassing the $900 billion mark for the first time. (Jin10)