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Samsung Starts Shutting Down Chip Production Lines Ahead of 18-Day Worker Strike

What happened

Samsung Electronics is curtailing production of HBM, (LP)DDR5, and custom logic due to an 18-day strike involving over 43,000 workers. TrendForce estimates this will disrupt 3-4% of global DRAM and 3% of NAND supply during a critical shortage period.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

DRAMNAND FlashHBM(LP)DDR5Custom Logic
shortageproduction-haltsupply-disruptionprice-hike

Source and time

Source: TechPowerUp · 5/15/2026 · View original source

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