The RAM shortage could get even worse if Samsung labor protests cut production

Samsung employees in South Korea are protesting for higher wages and better bonuses, risking an 18-day strike starting May 21st if unresolved. This could exacerbate the existing RAM shortage, driven by AI datacenter demand, which already impacts prices of consumer electronics like phones, PS5s, and Raspberry Pis. Samsung's chip production has already dropped significantly, with foundry output down 58% and memory chips down 18%.