Samsung Electronics began the largest strike in its history on May 21, 2026. The full-scale walkout will last 18 days following the collapse of labor negotiations. Between 45,000 and 48,000 workers are participating in the company's critical semiconductor division. This action represents over 60% of the division's total workforce.
The strike threatens to disrupt the global supply of DRAM and NAND flash memory. These components are essential for AI data centers, smartphones, and consumer electronics. Analysts project the stoppage could impact 3% to 4% of the global memory supply.
Supply shortages may trigger significant price hikes across the semiconductor market. Major customers like Nvidia may seek alternative supplies from competitors such as Micron or SK Hynix. Both alternative suppliers currently face constrained production capacities.