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Problems at Samsung $SSNLF
The company is reportedly taking preemptive measures ahead of a major strike planned for May 21
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Samsung has started warm-down procedures since May 14, while also shifting its product mix toward higher-value memory, mainly HBM and advanced DRAM
Around 15,000 wafer storage pods were reportedly removed from logistics systems at Samsung’s DRAM lines in Pyeongtaek, showing that production flow is already being adjusted
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Major customers like Apple and HP have reportedly asked Samsung for clarity on the strike’s potential impact. HBM customers are also watching closely because AI memory supply is already tight
A severe full shutdown could theoretically cause massive losses, with some estimates ranging from 10 to 30 trillion won, and one extreme scenario mentioning up to 100 trillion won
More moderate estimates suggest that even a 5% slowdown in memory wafer input may reduce quarterly revenue by less than 1 trillion won, compared with Samsung’s roughly 23 trillion won in quarterly semiconductor revenue