Samsung union vote: 18-day strike potentially coming.HBM prices up 63% in a single month. SSD up 19%.If the strike goes ahead, HBM supply tightens further at exactly the wrong moment — every AI accelerator stack depends on it.SK Hynix benefits. Micron benefits. The memory shortage narrative just got a real catalyst behind it.Worth watching this week.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
