Samsung Wage Talks Collapse Ahead of Planned 18-Day Semiconductor Strike
… Memory pricing has already experienced upward pressure in recent quarters due to strong demand for AI accelerators, servers, and high-capacity enterprise storage solutions. …
… Memory pricing has already experienced upward pressure in recent quarters due to strong demand for AI accelerators, servers, and high-capacity enterprise storage solutions. …
… TSMC employees appear to be watching that outcome closely and drawing their own conclusions about what organized pressure can achieve. …
… Another potential complicating factor for the RAM market in May is continued unrest from Samsung’s labor union, which is threatening an 18-day strike starting on May 21. …
… As more companies announce pricing, things are bound to get more competitive. …
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