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[News] Samsung Labor May Strike from May 21, Potentially Lifting DDIC and PMIC Prices Amid Tight Mature-Node Supply

What happened

Samsung Electronics' labor union plans an 18-day general strike from May 21, with 70% of its members from the Semiconductor Division DS, posing a direct threat to production. This disruption coincides with already constrained mature-node capacity at TSMC and Samsung, particularly for DDIC and PMIC. 利多: The strike is expected to tighten supply, push up prices, and extend lead times for DDIC and PMIC.

Impact and signal

High impactImpact score: 85/100

Affected components and suppliers

DDICPMICMOSFET

Samsung Electronics

strikeshortagemature-nodesupply-chain-risk

Source and time

Source: TrendForce · 3/29/2026 · View original source

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[News] Samsung Labor May Strike from May 21, Potentially Lifting DDIC and PMIC Prices Amid Tight Mature-Node Supply

What happened

Impact and signal

Affected components and suppliers

Source and time

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