Jefferies: Samsung strike may affect about 3% of global memory chip production

Odaily Planet Daily News According to estimates from Jefferies, the Samsung strike may affect about 3% of global memory chip production. The supply of memory chips is already facing historically tight conditions. Any reduction in Samsung's output will increase demand for Micron's hardware, and demand for Micron has already surged due to the boom in artificial intelligence infrastructure construction. Samsung's difficulties may also benefit SanDisk, which competes with Samsung in the NAND flash memory chip market. Micron's stock price surged on Wednesday, with its market capitalization breaking through the $900 billion mark for the first time. (Jin Shi)