The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000
A structural supercycle in the memory sector is colliding with an acute labor crisis at a key global producer, creating a catalyst for domestic semiconductor manufacturers. Labor disruptions at Samsung Electronics OTCMKTS: SSNLF are threatening to tighten the already-strained global supply of DRAM and NAND components. This instability provides significant pricing leverage for competitors, positioning…