삼성 반도체 멈칫한 사이…中 메모리 공세 빨라진다

Samsung Electronics' anticipated labor strike threatens to disrupt global memory chip supplies during a period of surging AI infrastructure demand, compelling major customers to diversify suppliers toward Chinese alternatives like CXMT and YMTC. The production gap provides Chinese chipmakers with a critical opportunity to establish relationships with global customers and gain market share. This supply uncertainty could accelerate supply chain diversification and significantly strengthen China's competitive position in semiconductors.