星球日报|5月 14, 2026 09:47
Jeffrey: Samsung strike may affect about 3% of global storage chip production
Odaily Planet Daily News: According to Jeffrey's estimation, the Samsung strike may affect about 3% of global storage chip production. The supply of storage chips has faced a historic tense situation. Any reduction in Samsung's production will increase the demand for Micron hardware, which has already seen a significant increase due to the boom in artificial intelligence infrastructure construction. The challenges faced by Samsung may also benefit SanDisk, which competes with Samsung in the NAND flash chip field. Micron's stock price rose sharply on Wednesday, with its market value breaking through the $900 billion mark for the first time. (Golden Ten)
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